Being licensed with us means you have the freedom to choose the platform that best suits your clients' needs. We can provide access, if required, to a choice of market leading platforms, namely a badged BT Wrap, a badged Macquarie Wrap and IOOF's Pursuit range of platform solutions.

Your use of platform and product solutions needs to be based on the principle of client best interest. Our approved product list (APL) is extensive and includes direct shares and managed funds that are highly recommended by Lonsec.

You will also have access to a dedicated IOOF Alliances business development manager who is the primary platform contact between us, your practice and the platform and product providers.

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

Flexible licensing options to fit your business

Find out more

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.

Find out more