Since 1985, we have been providing services to self-licensed practices.  This gives these practices control and responsibility while still being part of a larger group.  This not only allows them to take advantage of the buying power of a larger group, but also to be part of a community of like-minded professionals.

Our core services for self-licensed practices include:

  • Licensee compliance and corporate governance – licensee applications (via an outsourcing/referral arrangement with Holley Nethercote Lawyers), compliance manual (optional), annual licensee review, authorised representative audits and general compliance services.
  • Practice development and Catalyst program – analysis of your business by an experienced regional business manager, practice development, strategic consulting modules (business planning, services package and pricing, segmentation, referral generation and succession planning).
  • Professional and personal development – professional development days, conferences and technical forums.
  • Software and advice tools – access to our Xplan site, discounted Xplan licensing and help desk support (conditions apply).

 

Additional services include:

  • Brokerage collection – via CommPay software solution.
  • Marketing and communications – client newsletter, client educational flyers and campaign material.
  • Paraplanning services – access to our internal paraplanning team at preferential rates.
  • Research – managed funds, listed shares, listed income, share model portfolios and premium property and infrastructure.

To find out more, please contact us today on 1300 566 732 or contact us here.

Flexible licensing options to fit your business

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Catalyst for financial planners

The program provides modules that gives businesses and individuals the opportunity to identify and harness their potential through the implementation of Catalyst consulting modules.

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