For Advisers
A licence should give you infrastructure and integrity — without getting in the way of advice. That's the licensee we run.
We don't ask you to take our compliance on trust. Our policy suite is current, documented and mapped to ASIC's licensing framework.
We use technology — including AI with human review, disclosed plainly in our privacy policy — to make compliance faster and advice files better, not to replace judgement.
Licensing questions are answered by senior practitioners who understand advice from the inside — quickly, and in writing when it matters.
Talk to us about licensing Licensing enquiries are handled in confidence.
Information on this website is general in nature and does not take into account your objectives, financial situation or needs. Consider its appropriateness and read the relevant disclosure documents before acting.