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

Centrepoint Model Portfolios – How to add accounts in Investment Exchange (IX)

Tuesday, 28 May 2019
3:30 pm - 4:30 pm

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Virtual Masterclass - For FASEA's sake | Asteron Life

Tuesday, 04 Jun 2019
10:00 am - 11:00 am

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June Virtual Masterclass

Tuesday, 04 Jun 2019
10:00 am - 11:00 am
9.00 CPD Points

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Virtual Masterclass - The Australian Property Market Slowdown & Implications for the Economy | Auscap Asset Management

Tuesday, 04 Jun 2019
2:00 pm - 3:00 pm

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June Virtual Masterclass

Tuesday, 04 Jun 2019
2:00 pm - 1:00 pm
9.00 CPD Points

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Virtual Masterclass - 5 charts that will never fail you in a client conversation | J.P. Morgan Asset Management

Wednesday, 05 Jun 2019
10:00 am - 11:00 am

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June Virtual Masterclass

Wednesday, 05 Jun 2019
10:00 am - 11:00 am
9.00 CPD Points

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Virtual Masterclass - Understanding Loss Leader Activities in Your Business | Praemium

Wednesday, 05 Jun 2019
2:00 pm - 3:00 pm

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June Virtual Masterclass

Wednesday, 05 Jun 2019
2:00 pm - 3:00 pm
9.00 CPD Points

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Meet The Team

Paul Cullen

Group Executive, Advice Service and Solutions

Read Paul's Full Profile

Dale Wright

National Growth Manager, Advice Service and Solutions

Francesca Brajkovic

Head of Client Engagement & Transitions

Kevin John

National Manager, Sales Strategy

Ryan Goodfellow

National Growth Manager

Nicole Alexander

Manager Compliance Services

Claudia Mejia

Client Engagement Consultant

Peter Kelly

Senior Technical Support Manager

Mark Teale

Retirement Strategies & Solutions, Technical Support

David Spiteri

Life Insurance Specialist, Technical Support

Cameron Cogle

Management Consultant, Practice Development

Jason McArthur

Management Consultant, Practice Development

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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