Licensee Solutions

Your own AFSL doesn't mean standing alone.

Your choice is to hold your own licence and maintain your own identity. But that doesn't mean you stand alone. Our self-licensee solutions division, Associated Advisory Practices, supports your freedom through tailored services, power in community and strength in numbers.

WHY JOIN US?

Our services are backed by expert knowledge, a desire to innovate and a commitment to compliance and professional standards.

Compliance and professional standards

Systems and support that help you meet the highest compliance and professional standards.
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Professional development

Professional development that builds knowledge and skills, and connects you with a professional community.

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Business support

Business support that enhances your practice efficiencies beyond the realm of financial advice.
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Technology

Tailored technology that simplifies your operations and powers your business performance.
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YOUR BUSINESS NEEDS

Whatever your needs, we're there for you.

Obtaining an AFSL

It's a big step and the start of a new chapter in your career.
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Growing your business

You’ve built a client base, business and reputation, but there’s still more you’d like to achieve.
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In need of a network

Looking for a network that’s also your own.
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Viewpoints

To lapse or not to lapse - that is the question
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Adviser case study | Transitioning to a new licensee
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Adviser case study | Starting up your advice firm
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Upcoming Events

Seven technical strategy thought provokers

Tuesday, 25 Sep 2018
2:30 pm - 3:30 pm

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Seven technical strategy thought provokers

Tuesday, 02 Oct 2018
10:30 am - 11:30 am

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RM Training – Ongoing Service Arrangements for Licensees

Tuesday, 09 Oct 2018
8:45 am - 12:30 pm
Melbourne
3.00 CPD Points

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Managing Portfolios with shifting sands and turning tides.

Tuesday, 09 Oct 2018
1:30 pm - 2:30 pm

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RM Training – Ongoing Service Arrangements for Licensees

Wednesday, 10 Oct 2018
8:45 am - 12:30 pm
Sydney
3.00 CPD Points

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RM Training – Ongoing Service Arrangements for Licensees

Tuesday, 16 Oct 2018
8:45 am - 12:30 pm
Brisbane
3.00 CPD Points

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RM Training – Ongoing Service Arrangements for Licensees

Wednesday, 17 Oct 2018
8:45 am - 12:30 pm
Perth
3.00 CPD Points

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RM Training – Ongoing Service Arrangements for Licensees

Thursday, 18 Oct 2018
8:45 am - 12:30 pm
Adelaide
3.00 CPD Points

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Investment Solutions Roadshow

Monday, 22 Oct 2018
7:30 am - 11:45 am
Gold Coast
2.75 CPD Points

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Meet The Team

Francesca Brajkovic

Head of Client Engagement & Transitions

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Kevin John

National Manager, Sales Strategy

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Ryan Goodfellow

National Growth Manager

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Nicole Alexander

Manager Compliance Services

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Claudia Mejia

Client Engagement Consultant

Peter Kelly

Senior Technical Support Manager

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Mark Teale

Retirement Strategies & Solutions, Technical Support

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David Spiteri

Life Insurance Specialist, Technical Support

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Cameron Cogle

Management Consultant, Practice Development

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Gerard Lee

Business Consultant, Practice Development

Jason McArthur

Management Consultant, Practice Development

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Sherri Pereira

Client Engagement Consultant

Deanne Floyd

Growth Support Consultant, Practice Recruitment

Paul Griffiths

Business Consultant, Practice Development

Barry Strapps

Business Consultant, Practice Development

Justin Smith

Professional Standards Consultant

Justin Van Den Boog

Manager Professional Standards

Suzy Lim

Client Engagement Consultant

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