For self-licensed practices

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.