Working with financial planning and aligned accounting practices since 1985, we understand what you need from a dealer group.

We are a boutique group with the added benefit of being part of the IOOF group, a leading provider of quality financial services in Australia.

This means that you not only have the benefit of working with a dedicated dealer group team, but you also have access to a large array of resources and technical knowledge that comes from being part of a larger group.

Our point of difference:

  • We offer flexible licensing solutions allowing you to choose from different levels of partnership (authorised representative and dealer associate) and the added option of moving between licensing levels depending on your circumstances
  • We offer four authorisation levels, providing you with the option to choose from full authorisation, SMSF specialist authorisation, risk specialist authorisation or provisional authorisation
  • We foster an open community network comprising of respected and successful financial planners and accountants
  • Our dedicated regional business management team are qualified financial planners that service metro and regional practices around Australia
  • We have a large number of corporate partners that offer specialist advice.

And most importantly, we never forget – it's your business.

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Regional business management team

With a wealth of experience, our regional business managers (RBMs) offer one-on-one practice development support and strategies to help you grow your business.

Meet the RBM team