Dealer Services Expertise
The hub of our dealership is our corporate governance and operational teams who work closely together to provide dealer services to our member firms. They have a wealth of experience and are passionate about what they do.
They know the issues and are in a unique position to evaluate and administer solutions. By combining our resources and collective expertise we bring about real and lasting benefits.
The Advice Exchange has a quality team of staff who are all passionate about building the economic value of YOUR business. In total we have well in excess of 100 years of experience in the financial services industry.
We know how to operate a licensee that is focused on building the economic value of its financial advisory businesses.
We offer a well-respected professional development program, which incorporates face-to-face technical education with online learning and specialist competency development. We also have a unique focus on business development and growth outcomes through our regular adviser retreats, where we enable our businesses to learn from the experience of others, share ideas and encourage true innovative platforms from which our businesses can grow.
We source solutions from reputable research and specialised technical providers. Our business partners, Colonial First State, Macquarie and Dalton Nicol Reid provide us with leading-edge industry insight and intelligence.
Our Practice Management philosophy focuses on building the economic value of your business.
When you grow, we grow with you.
We aim to provide you with the right tools and knowledge to be able to grow and sustain an innovative and profitable financial planning business.
We provide you with, and support you in the implementation of critical technology solutions, such as Xplan, building workflow, portfolio and revenue management systems and processes.
Our practice management approach does not follow a one-size fits all philosophy. Our relatively small network means that we are able to individually work with you to identify how best to assist in growing the economic value of your business.