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

Advice Builder 9 Webinars

13 Aug - 31 Aug 2018

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Morningstar Market & Portfolio Review and Outlook

Wednesday, 22 Aug 2018
11:00 am - 12:00 pm

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Centrepoint Alliance Full Year Results | Investor Update

Thursday, 23 Aug 2018
10:00 am - 11:00 am

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Quarterly Tech Tips

Tuesday, 28 Aug 2018
10:30 am - 11:30 am

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2018 Annual Partner Summit Hanoi

03 Sep - 07 Sep 2018
JW Marriott Hotel Hanoi, Vietnam

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Investment Solutions Roadshow

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

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Investment Solutions Roadshow

Tuesday, 23 Oct 2018
7:30 am - 11:45 am
Brisbane
3.00 CPD Points

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Investment Solutions Roadshow

Wednesday, 24 Oct 2018
7:30 am - 11:45 am
Maroochydore
3.00 CPD Points

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Investment Solutions Roadshow

Friday, 26 Oct 2018
9:00 am - 1:00 pm
Melbourne
3.00 CPD Points

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Meet The Team

Francesca Brajkovic

Client Engagement Manager

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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

Professional Standards Consultant Manager

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Claudia Mejia

Client Engagement Consultant

Peter Kelly

Superannuation, SMSF and Retirement Planning Specialist

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Mark Teale

Retirement Strategies and Solutions - Specialising in Aged Care, Age Pension and DVA

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David Spiteri

Life Insurance Specialist

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Cameron Cogle

Management Consultant

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Gerard Lee

Business Consultant

Jason McArthur

Management Consultant

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Sherri Pereira

Client Engagement Consultant

Deanne Floyd

Growth Support Consultant

Paul Griffiths

Business Consultant

Barry Strapps

Business Consultant

Justin Smith

Professional Standards Consultant

Justin Van Den Boog

Professional Standards Consultant

Suzy Lim

Client Engagement Consultant

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