AFS Licensee solutions from a reputable financial advisor dealer group in Australia


Financial Advisers Dealer Group (FADG) offers AFSL services to professional financial consultants, advisors, planners, accountants, insurance brokers and other individuals in Australia who would like to get extensive support and innovative tools for running their financial services business by joining a financial dealer group. As an authorized representative of an AFSL, you will get access to our comprehensive business strategies and gain synergies that come from being a part of a larger group. We can help you create an advice-driven financial business tailored to your own goals and objectives, not those of our dealer group.

Experience the benefits of joining our community

We are an innovative dealer group established to support your financial services business, invigorate your marketing efforts, and automate your management system so you would have more clients. Our AFS license allows our partners to provide personal and general financial assistance to their clients.  By paying an annual partnership fee, you will get access to the following benefits:

Successful business strategy. Our financial advisers have created a comprehensive strategy that will help you run your practice smoothly and efficiently. It covers all business aspects, from marketing and communication compliance.
Technical support.  You will be provided with the necessary technical tools that will make running your practice more efficiently and comfortable. They will also help you always to remain updated on the latest trends and news in the financial business sphere.
Professional advising and support. We won’t simply give you instructions to follow, a logo and some web space. You will be provided with full-scale AFSL assistance from our financial advisers. They will guide and help you develop your business. You won’t be on your own.
Compliance. It is the most crucial aspect of any financial business. To make sure that your financial practice is fully compliant with the financial services laws, AFSL policies, and community standards, we use our CRM system to collect and store all data.

What you WILL NOT get

We know how important it is for you to feel comfortable at your workplace. That’s why we guarantee that with the Financial Advisers Dealer Group, you will never experience:

Pressure and dictatorship.  Although we have certain requirements to our partners, we never tell them how to run their business, and we don’t just give orders.  Our goal is to advise and tell why things happen this or that way and how to make everything work for your benefit.
Legacy issues. Since we have been working in this sphere for a while, we know that to become successful it’s essential to follow certain rules which we will gladly share with you. Everything we have established is done for a reason and with your success in mind.
Ugly audits. We don’t send auditors to spend days in your office and sift through all your papers. We have created a paperless system that will help you keep everything organized. Our CRM system will audit your work on a regular basis to help each party avoid surprises and confusions.

We know your needs

As a financial services provider, we know that getting an AFSL is a must for running a financial practice but not everyone can afford it. However, don’t think that, as an AFSL holder, we will take advantage of your situation. The Financial Advisers Dealer Group was started by a financial adviser who used to struggle with various challenges while working under the “roofs” of dealer groups. That’s why one day he decided to get his own AFS license to help other advisers provide their financial services in an autonomous manner.

The Financial Advisers Dealer Group strives to add value and convenience to your financial practice. Furthermore, we realize that our prosperity directly depends on your success and satisfaction. We don’t just give you a name and take your money. Our objective is to make your business less stressful and more profitable by letting you focus more on close collaboration with your clients and less on producing and managing work-related “stuff”. We will help you grow professionally and provide you with all the necessary instruments so you would not feel frustrated and overwhelmed. At the same time, you have our promise that we will not stand in the way of your vision on how to run your business. So, don’t worry about getting an Australian Financial Services License and ways to develop your business. We’ve got you covered.  Whether you are an insurance broker, accountant or a financial advisor, we can help you start your independent practice and become successful. You can rely on our expertise and ongoing AFSL assistance.

Enjoy your financial autonomy and fair opportunities while delegating us licensing, marketing, compliance, and technical support. Contact us today to discuss your financial services business and terms of our partnership.

The four easy steps to goal planning

Making the call

Make an appointment to meet with a Financial Consultant either in person, or over the phone. We’ll ask you to gather some relevant information about your investment objectives and strategies so we can start drafting a detailed analysis.

Setting your goals

During your goal planning session, we’ll evaluate your goals based on a number of factors, including your desired retirement age, assets, net worth, and how you want to spend your time and money.

Planning together

We’ll determine how likely you are to achieve your financial goals based on various factors. We’re also able to see how hypothetical situations could influence your plan.

Leaving with a plan

End the session with an actionable plan in hand, and the confidence you need to know you’re on the right track.

Looking for the Right Dealer Group?

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