Our commitment to you is the provision of:

  • thought leadership in the industry to maintain our reputation as one of the most trusted and respected financial planning dealer groups in Australia
  • personalised service
  • innovative practice development solutions through our Catalyst for financial planners program.
  • recruitment of high-calibre financial planner and maintenance of a geographical spread across Australia
  • education around the latest industry reforms and regulations
  • leading edge software and marketing solutions
  • regular training and education focusing on strategy and technical knowledge, to ensure certified professional development points is always achieved.

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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