About Australian Advisory

The financial advice industry is undergoing enormous changes and many Advisers are facing and uncertain future.

With increased compliance obligations, extensive education requirements, increased PI costs and changing revenue structures, it is presently the most difficult environment our industry has ever faced.

It has become increasingly difficult for Financial Advisers to operate their business. Many quality Advisers have already left the industry and it is expected this will continue if Advisers are left without a different support model.

Australian Advisory was established in 2017 by industry veterans thinking outside the box. Wanting to be part of the solution to retain quality Advisers across the country, Australian Advisory decided to face these industry challenges head on and create a new business to proactively support Advisers by offering new and innovative pathways.

With national membership and presence, competitive fee sructures and revenue models, Australian Advisory has unparalleled offers to ensure success for Advisers, small AFSL holders and Dealer Groups who are considering their options of staying in the industry.

We have STAY, SELL or PARTNERSHIP options that should suit most Advisers.

What we do

With our Head Office based in Sydney, we are a national organisation striving to deliver a return to stability and certainty in the current time of confusion and uncertainty.

With direct access to our management, compliance, and support teams, we have your business covered.

Our Company Philosophy is that every Australian has a right to quality advice.

We promote:

  • Quality advice free of conflict

  • The fundamentals of advice

  • The right advice provided by a quality Adviser

If you are staying in the industry...

We want to grow our Advisers' base who:

  • Care about the financial future of their clients

  • Are looking for a supportive environment to success

  • Although fed up with all the industry changes, also understand that a new way of running a successful adviser business will look different than before

  • Want to work together to create a better future

  • Are looking for a personal supportive and affordable environment

  • Have capacity to manage clients from our purchased books.

We will support you by...

  • Providing access to a comprehensive range of leading investment and insurance products via a flexible Approved Product list (APL).

  • Providing regular compliance and product training

  • Coaching you through compliance requirements and audits

  • Minimising the running costs of your business 

We provide a noninstitutional environment where your clients will have access to a FULL CIRCLE of professional and financial services through our quality teams and hand picked networks.

With scale and our experience, we are able to keep our overall costs down, so in turn can keep our dealer group fees affordable.

If you are leaving the industry...

We want to be YOUR FIRST AND PREFERRED CHOICE for discussions in purchasing your book.

We are equipped and resourced to purchase books from those wanting to exit the industry. We will bring your client base into an environment and team where your clients will be allocated to one of our hand picked quality advisers where they will continue to  be serviced in the way you would expect, to give both you and your clients peace of mind. 

They will be in good hands.

Jessica Lake

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Rick Landry

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Meet the team

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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.

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.

Hear from our members/What our members say

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WHAT PEOPLE SAY

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Our Services

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.

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.

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