Welcome to My AFSL
Licensee Adviser Services
Do you need independence to operate a financial advisory or accounting and advisory practice?
My AFSL, a privately owned licensee, is offering a simple transparent fee structure for adviser services and solutions with principals who have been in the industry for over 15 years.
We won't tell you how to run your business, but we do have a licensee criterion, which determines your suitability to our license and our practice strengths to ensure we are a good fit.
If you are looking for a simple licensing solution, which allows you to operate your business compliantly without the heavy-handed approach of large institutional or independent groups, and where you have clear title to your clients, then My AFSL is for you.
- Flat dollar fees - No % fees
- Autonomy to run your business the way you want whilst observing regulatory guidelines
- Remuneration management
- Marketing support
- Compliance support
- Education and Training
- Investment research
- Wide-ranging approved product list
All My AFSL advisers are required to meet industry training and continuing education standards. Each adviser is registered with the Australian Securities and Investments Commission and must abide by strict industry standards.
Accountants who provide SMSF advice must hold an AFSL or authorisation under an AFS Licence. We can help you in this key area of practice and assist you to transition or become authorised under My AFSL as an Authorised representative.
General Advice Groups
Perfect for Newsletter services and other general advice businesses that are not giving full financial advice and need to be a corporate authorised representative of an AFS Licensee. Contact us to find out more.