1. What is the Financial Advisers Dealer Group?
The Financial Adviser Dealer Group offers extensive assistance and support to the individuals who want to independently run their financial services business as an AFSL authorised representative.
2. Who can join Financial Advisers Dealer Group?
If you are a financial adviser, accountant, insurance broker or a financial planner, then we will be happy if you join our team.
3. How can I become a member of the Financial Advisers Dealer Group?
To become a member of the Financial Adviser Dealer Group, you need to fill out our online form. We will get back to you as soon as possible to discuss all the details.
4. How can I make an appointment with a financial consultant?
You can make an appointment with us by filling out an online form or via phone provided on our contact page.
5. How to get the most from the conversation with a financial representative?
Make sure you clearly present your current situation as well as financial goals and objectives. If we clearly understand where you want to be, we help you get there as quickly as possible.
6. What is the partnership fee?
The partnership fee includes $11,00, GST, and PI insurance.
7. What are my obligations as a member of the Financial Advisers Dealer Group?
To ensure 100% transparent business activity, update CRM system for all clients, maintain compliance requirements.
8. Do I need AFSL to join the Financial Advisers Dealer Group?
No, we will help you get your Authorised Representative number.
9. How can joining the Financial Advisers Dealer Group benefit my business?
You will have the right to provide your financial services, and you will get the necessary professional and technical support.
10. Are there any strict requirements that come with being a member of the Dealer Group?
We are strict with compliance and ensure client's interests go always first before adviser's.
11. How will you audit my work?
We will audit your work via our CRM system. The audits will be done on monthly basis.
12. Do you offer professional development programs?
Yes. We offer additional for-fee services to keep you updated on all the innovations, trends, and changes in the finance sector.