Our service model makes it easy for accountants who want to offer financial advice to their clients. Become an Authorised Representative and leverage our back-office partnership.
We provide the full gamut of support needed to deliver financial advice: investments services, technical advice, administrative support. With compliance built into everything we do.
We will also coach you in how to promote and deliver the service, so you can offer it with ease and confidence.
You will spend most of your time with clients. Your administrative team will liaise with us to make everything else happen.
It can become another revenue stream for your business.
There's also the added business benefit of protecting and strengthening your existing client relationships.
For financial advisers who are dissatisfied with their current licensee, our model takes work and stress away. It reduces your cost to serve and gives you more time to spend with clients, grow your revenue and enjoy life.
Interested?
To find out more call now on 02 4962 5525 to speak to our Business Development Manager.
Or fill in the form and they will be in touch the next day.