Our Community

When you join Centrepoint you join a community of over 500 like-minded professionals providing the highest quality advice to their clients.

We take the time to understand advisers and their practices to ensure there is a good cultural fit with our community prior to joining.

We encourage and facilitate networking opportunities through our Masterclasses, Conferences and other networking opportunities.

Compliance and Professional Standards

Choosing to operate your business under our licence has a range of advantages. You have access to our highly skilled and experienced Compliance Team that will provide you with the necessary professional standards, tools, templates and advice technology.

Providing advice under our licence gives you the peace of mind of knowing that when you provide advice you will remain compliant.

Research

Our Research Team’s mission is to ensure you have access to the highest quality investments, products and services.

We adopt a research driven process, partnering with external research houses such as Morningstar and Lonsec to ensure you have high quality information and insight to make your investment decisions.

Without sacrificing quality we aim to provide you with a broad approved product list, with over 1,100 products and services, including the highest quality investment managers, life insurers and administration platforms.

Technology

Advice technology is one of our core capabilities and something that sets us apart from other licensees.  

Our Technology Team 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. 

Our Xplan Support Team is inhouse and among one of the largest in Australia. This means that we will be able to assist advisers promptly. 

Onboarding and transitions

Changing licensee is a big decision for advisers. That’s why we have a dedicated Transitions Team that will work with you to make your move to Centrepoint as seamless as possible.

We provide you with a dedicated Project Manager that will work with you to understand how your business is currently operating and transition your technology and client records to Centrepoint’s infrastructure.

We aim to take care of your technology so you can focus on continuing to provide advice and minimise business disruption.

Practice Development

We want your business to be the best it can be and for you to realise your growth ambitions. Our Regional Managers (RMs) are experienced industry professionals that have operated in the advice industry for many years and have consulted with hundreds of firms.

Our RMs can assist you to optimise your practice, helping you with business development, segmenting your client base, and appropriate fee structures for services being provided.

We can also help you with succession, merger and acquisition planning.

Education and Training

Our CPD accredited financial adviser programs harness the expertise of industry experts to help keep you abreast of industry regulations and technical changes. 

Opportunities to connect with professional communities are just as important as education.   

Conferences, peer groups, professional development days and webinars are just some of the events that give you the opportunity to connect, share and learn from each other. 

Technical Services

To help you keep up-to-date with all the technical information and legislative updates, our Technical Team are on hand and available to answer your questions via phone or email and at webinars, workshops and events. 

You’ll also have access to technical updates, fact sheets and client facing materials so that the advice you give your clients is always best interest.