Community | Service | Support

Through the power of our community, the quality of our people, and the services we deliver, we help financial advisers provide great advice to their clients.

Advice Solutions

Whether you operate independently under your own Australian Financial Services Licence (AFSL) or want to join our licence, Centrepoint Alliance’s unique and customised service gives you the flexibility, control and support you need to sustainably run your business – on your terms.

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Lending Solutions

Centrepoint Alliance Lending is a boutique provider of lending services supporting mortgage brokers and financial advisers. We provide everything you need to run a lending business including credit licence, lending infrastructure, compliance services and a broad panel of over 100 lending providers.

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Investment Solutions

Our investment management services comprise a research driven best-of-breed approach to model portfolio construction accessing world class investment managers via a number of platforms. This includes ETFs, managed funds and implemented portfolios.

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Technology Solutions

We are focused on ensuring you have access to the best technology, configured to make it as easy as possible to generate advice and run your practice.

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Luke Kidd

Manager, Advice Delivery

Aegis Financial Planning

What we liked about Centrepoint was the scale that they were able to offer. We also liked that they are a publicly listed company, as transparency is very important to us. Having transparency gave us confidence in their stability and their business model.

Karen Walmsley

Financial Adviser

Powe Financial Advice

Centrepoint gives me the confidence and support to continue to support my clients.

Matt Cummins

Partner and Executive Financial Adviser

Millennium Wealth

Centrepoint really stood out from day one. They were very attentive to our needs, very focused on us and our clients. Having the support of Centrepoint allows us to lean on and leverage on the skills and experience and expertise across different areas. They had everything there and really had a client-centric approach.

Jason Kwong

Financial Planner

Your Life Now

When I was looking at changing licensees, there were probably three key areas that I looked at – reputation, support and size. That’s what led me to Centrepoint Alliance, because they fulfill all the above criteria.

Mankit Tsang

Director and Financial Adviser

Tandem Financial

After leaving a licensee with a revenue split model to join Alliance Wealth, I was not expecting much at all. Thankfully, I was really pleasantly surprised. The onboarding process was as smooth as can be expected and I was warmly welcomed into the group by all levels. Since day 1, the support I have had from Alliance Wealth and in particular Elaine, has been amazing. Running a small advice business is very challenging, but I feel very well supported by the network.

Paul Wright

Founder, Managing Director and principal Adviser

Innovus Advice Solutions

We used Nicole Alexander (Head of Licensee Solutions) to help us prepare the final AFSL application. Nicole was a tower of strength. She helped us gather all the information, provided feedback on the information, and ensured everything was in the proper format before submission. The result was that it was quite a smooth process. In fact, I don’t think ASIC asked us any questions about what we submitted or asked for any additional requirements. The good thing about Centrepoint Alliance is that there were several people in the AFSL Peer Group that you can speak to about their experiences, what you need to be aware of and what the complications are.

A new world of financial advice

Community | Service | Support

Advice Solutions

Lending Solutions

Investment Solutions

Technology Solutions

What we liked about Centrepoint was the scale that they were able to offer. We also liked that they are a publicly listed company, as transparency is very important to us. Having transparency gave us confidence in their stability and their business model.

Centrepoint gives me the confidence and support to continue to support my clients.

When I was looking at changing licensees, there were probably three key areas that I looked at – reputation, support and size. That’s what led me to Centrepoint Alliance, because they fulfill all the above criteria.