Compliance Tools

Good compliance results in good business outcomes; for you, your team, and your clients.

Centrepoint specialise in legislation compliance for licence holders and credit representatives.

With the assistance of our dedicated compliance team, you’ll be able to implement a risk management framework in your practice that will enable you to improve business processes and reduce compliance risk.

Our team can provide guidance, training and support through:

  • coaching and support 
  • application and audit services for Australian Credit Licence (ACL) holders
  • file audits that don’t disrupt your operations
  • CRM software with integrated compliance documents
  • a library of templated compliance manuals, guides and documents
  • online training offered by Kaplan to help you meet your CPD requirements.

Using a consultative coaching approach, we’ll work with you to continue to build on your professionalism. Our aim is to deliver quality outcomes and experiences at all times for our brokers. And to work with you to deliver these same outcomes for your clients.