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AUSTRALIAN ADVISORY

Australian Advisory was established to offer a new way for Advisers to operate in a challenging financial services environment.

We offer a range of models for operations and competitive fee structuring. Our revenue models, offer unparalleled success for Advisers (and Dealer Groups) who are considering their options to stay in the industry.

The current state of advice

The are a myriad of pressures facing Advisers today. It has never been more demanding for Advisers to service clients and to operate a profitable business. In a recent survey completed by Australian Advisory, we found that 62% of external Advisers surveyed are thinking of leaving the sector.

With new and ongoing higher educational requirements, regulatory and compliance burdens, OPT IN provisions, breach reporting obligations, high PI insurance premiums, other increased cost of running a business, and the general lack of support for Advisers, no wonder there has been a mass exodus approaching 50% of Advisers.

However - there are NEW OPTIONS available

Australian Advisory has worked hard to eliminate many of the ongoing frustrations and costs for Advisers by providing a choice of new Advisory models.

We want to help Advisers, financial planning practices and small AFSLs who are finding it difficult and costly to operate. If you want to stay in the industry and maintain a relationship (and income) with your clients, then Australian Advisory has options for you. 

YOUR OPTIONS

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Stay in the industry

Join one of our Dealer Groups, reduce your costs and increase your income.

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Sell your book to us

Our attractive buyout options are worth considering for those who are ready to retire or leave the industry.

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Partner with us

With our Partnership model, we bear the costs of your business, and YOU receive an income*. Sound too good to be true? Then let's chat.

Our services

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Australian Advisory

Research Paper

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Information Brochure

More options for Advisers
STAY - SELL - PARTNER

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Webinar

Learn more about your options. 

Smooth transition

We want your transition to be easy. When you are ready to join our team, we have processes designed to complete the application process in a friendly, timely and efficient manner. We look forward to helping you.

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Schedule your confidential and private conversation today.

Let's chat today

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