We offer a range of financial planner authorisations designed to meet the specific needs of your practice, which means you will have a partner that can grow and adapt to your changing business needs and advice specialisations.

The options we offer, are driven by three key drivers:

  • Experienced and appropriately qualified financial planners need access to a full and flexible licence that allows them to always provide advice in the best interests of the client.
  • The advice areas of SMSF and risk are increasingly complex and specialising in these areas is not uncommon, but in fact it is encouraged. We have options.
  • Solid mentoring and business coaching is paramount to creating the quality financial planners of the future.

Our tiered authorisation solutions

Full authorisation: This is our comprehensive authorisation that gives you the ability to provide personal financial advice and strategies and recommend financial products that feature on our approved product list.

SMSF specialist authorisation: For accountants who want to provide SMSF advice, this authorisation allows you to provide strategic advice about superannuation and self-managed superannuation funds, including class of product advice.

Risk specialist authorisation: Created for risk insurance only financial planners, you are able to provide financial product advice about life products, including investment life insurance products and life risk insurance products.

Provisional authorisation: Our provisional authorisation is designed for junior financial planners who want to provide general advice or personal advice that is closely supervised by a senior financial planner who holds our full authorisation. A minimum of one year's relevant financial planning experience is required for this authorisation.

To find out more, please contact us today on 1300 566 732 or contact us here.

Flexible licensing options to fit your business

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Catalyst for financial planners

The program provides modules that gives businesses and individuals the opportunity to identify and harness their potential through the implementation of Catalyst consulting modules.

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