Australian Advisory was established to offer a new way for Advisers to operate in a challenging financial services environment.
With a range of Models for operation and competitive fee structuring and revenue models, Australian Advisory has an unparalleled offer to ensure the 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 operate a profitable business.
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 new Advisory models to choose from.
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 the relationship (and income) with your clients, then Australian Advisory has options for you.
Stay in the industry
Join one of our Dealer Groups, reduce your costs and increase your income.
Sell your book to us
Our attractive buyout options are worth considering for those who are ready to retire or leave the industry.
Partner with us
With our Partnership model, we bear the costs of your business, and YOU receive an income*. Sounds too good to be true? Then let's chat.
Compliance support systems and procedures in place to manage all the new requirements. Our compliance team is available anytime to answer all your questions.
Ongoing CPD Training & professional development is provided to support you to stay current and ahead of your game.
Direct access to decisions makers and support staff to make things happen. Your enquiries are followed up within 24 hours.
Affordable and flexible fees If you are paying more than $2,500 per month in dealer fess, then we need to chat.
Diverse offerings for business growth and additional profitable income streams. We make it easy for you to make more money, with less resources.
Commission handling State of the art, accurate payment systems to guarantee your cash flow.
Client books requiring Advisers We are actively buying books and need Advisers to take care of these clients.
Lead generation We are partnered with professional lead generation and marketing specialists to assist your business growth plans.
Marketing kits Once onboarded we will help promote your business.
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.