We provide flexibility in terms of:
- How you use our license – dealer-to-dealer: using our core services expertise to underpin your own Australian Financial Services Licence (AFSL)
- We provide a wide range of services, of which we work with you to identify the key areas your business needs support and development
- We are small, and consequently can tailor our offering to the special needs of your business
Do you have what it takes?
We are looking for businesses that:
- Have a shared vision with our member firms
- Are looking for investment in the future of your business
- Will add value to our group with your experience
- Provide strategic input to the running of your business
A smooth transition…
We understand that changing licensees can appear daunting. Our transition process is based on Planning, Implementation and Reporting.
Our experienced team will ensure your transition is as smooth and trouble free as possible. We work collaboratively with you to develop a personalised project plan which takes into account the specific needs of your business.