For over 130 years MLC has been helping customers create the best possible future. As National Australia Bank’s wealth management business, MLC provides investment, superannuation and financial advice to corporate, institutional and retail customers.
Our wealth management expertise means we're the partner of choice for more than 1,800 self-employed, aligned and salaried advisers, supporting them to meet their clients’ needs today and into the future through our range of specialist programs and services.
We offer the solutions, expertise and platforms advisers need to support their clients. That means we understand how to protect your clients’ families, income and wealth and how their insurance fits into the whole picture of their wealth creation. We’re absolutely committed to value and to providing a seamless and easy to use experience for advisers at every turn. We’re always looking forward, so we can anticipate your clients’ insurance needs, tailor unique solutions and develop innovative technology platforms that make life easier – for everyone.
Centuria Capital Group (CNI) is an ASX-listed specialist investment manager with $3.8 billion in funds under management and a 35-year track-record of delivering a range of products and services to investors, advisers and shareholders. Our business has two key areas of focus: Centuria Investment Bonds, which delivers innovative solutions to help clients meet their investment goals, and Centuria Property Funds, which specialises in listed and unlisted property investments.
Fortius is one of Australia’s longest established independent real estate investment managers with over $1 billion in assets under management. For over 25 years, Fortius have represented High Net Worth, Institutional and Offshore investors to deliver exceptional property returns. Our disciplined approach to active management in real estate underpins our investment philosophy and is the foundation of our four business streams - Wholesale Funds, Separate Accounts, Unlisted Property Trusts and Global Real Estate Securities.
Plan is one of Australia’s largest mortgage aggregation groups. We bring a wealth of experience and expertise to the table and we’ll use it to help you connect with people, build a business strategy, and access the platforms that can change your business – for good.
We know that no two brokers, or businesses, are the same. So we’ll always take the time to understand what sets you apart – your unique business challenges and your aspirations for the future. It’s what makes us your partner in progress.
Established in 2010, the YTML Group helps financial services businesses be better. It uses technology to create bespoke solutions to business challenges and to break through business blockages and barriers. These include compliance hurdles, business change requirements and technical challenges, assisting a range of business in turn to extract business efficiencies and to deliver more financial advice to more Australians.
Common Cents Financial Services Ltd in conjunction with an AFS Licensee, EQ Financial Pty Ltd, are promoting the formation of a dealer group to be wholly owned by its Authorised Representatives. An arrangement is in place for the acquisition of EQ Financial as a going concern licensee, subject to the achievement of critical mass, being the participation of a minimum number of Founding Advisers. It is proposed to establish ownership of the licensee by its Authorised Representatives through a Limited Partnership operating not for profit. The concept is similar to Vanguard, one of the largest global fund
managers, which is a mutual and distributes profit to its customers in lower ongoing fees.
At this pre-launch stage, Common Cents is seeking nothing more than Expressions of Interest without obligation from advisers seeking an opportunity to consider the benefits of a licencing solution which offers control over their destiny. To register an Expression of Interest visit:
HUB24’s award-winning investment and superannuation platform offers broad product choice and an innovative experience for advisers and investors.
Our flexible technology allows you to customise their platform solution to fit their business, connecting you to innovative solutions that create opportunity for you and your clients.
Jigsaw Support Services is an AFSL back-office service that provides comprehensive support to self-licensed financial advice businesses.
Since 2002 Jigsaw has helped clients to:
Jigsaw Support Services benefits from institutional backing as part of the AMP Group. Financial advice businesses within the Jigsaw network utilise AMP’s broad range of services and systems whilst retaining control and flexibility.
Moelis Australia is an ASX-listed financial services firm (MOE) which is a market leader in the management of alternative investments with $3 billion in assets under management. Moelis Australia offers advisers, high net worth individuals and family offices direct access to bespoke investment strategies in alternative asset classes which includes real estate, credit, private equity and venture capital. With a strong investment track record, our investment philosophy is underpinned by alignment with our investors via co-investment, transparency and active hands-on management, delivered by a highly experienced investment team.
The Association of Independently Owned Financial Professionals [AIOFP] was registered in 1998 by a group of independently owned Advisers to differentiate their practices in an institutionally dominated market place. To be a member the practice must not have any institutional ownership, be of good fame and operate its own AFSL. The AIOFP now also accepts individual members under these conditions.
AIOFP’s founding objective was to protect and promote the interests of members and their clients without fear or favour, we have and always will act in our members best interests. AIOFP’s point of difference to other market options is its members, Board and management are all from the independently owned sector - we are not influenced or dictated to by other agendas or factions in our membership.
The AIOFP are pleased that ASIC has recently recognised the role AIOFP and its members play by allowing our members to display the AIOFP logo on promotional material subject to a suitable disclaimer.
AIOFP is the largest Association representing the Independently owned sector with over 3,000 advisers in its membership.
Kaplan Professional is a leading provider of education and training in Australia, providing learning solutions to over 45,000 professionals annually – this includes 15,000 corporate clients. Our client base includes all the major banks and leading financial services providers in the country.
These long-term training and education partnerships with corporations and individuals have been forged through our reputation, which is built on:
We offer programs in both vocational education and higher education, providing seamless pathways from certificate level all the way through to master’s degrees. In addition, we are the established industry leader in providing quality continuing professional development (CPD) training to the Australian financial services sector for more than two decades, owning the majority of market share.
Our long history of education and training has formed the foundation that has enabled us to diversify and venture into new areas. These include: ELEVEN, our executive leadership program based on world-renowned research in psychotherapy and neuroscience; KUDOS, an adaptive and diagnostic assessment that allows professionals to benchmark their knowledge against the industry; and Artemis, an artificial intelligence solution that analyses content for compliance risk in real time, and addresses knowledge gaps with tailored just-in-time learning interventions.
Assured Support provides expert compliance support including AFS Licensing, Adviser reviews, Dispute Resolution and Regulatory engagement. Our experience, insight and vision equips us to provide our clients with market leading services, innovative solutions and peace of mind.
For over a decade, Elixir Consulting has helped grow hundreds of advice businesses through our independent business coaching and consulting services. Our team of experienced consultants love working with financial advisers, risk specialists, licensees and product providers to improve their business. Whether you're looking for assistance with your business strategy, sorting out your pricing model, rebuilding your client engagement process, pushing through a growth plateau or generally improving the sustainability of your business, chat to us about how we can help.
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