Australian Financial Advisory Group Pty Ltd ACN 600 785 797 (AFS Licence No. 475300) provides the infrastructure required for financial advisers to grow successful businesses by providing market leading advice and experiences to their clients.
- Australian Financial Advisory Group obtains Professional Indemnity (PI) insurance cover for Authorised Representatives .
- Australian Financial Advisory Group provides fee and commission collection, administration and distribution services for its advisers.
- Australian Financial Advisory Group administers a Compliance Committee, ensuring that all obligations on the licensee are being met.
- Australian Financial Advisory Group administers a Research and Investment Committee to manage and distribute the Approved Product List (APL).
- Australian Financial Advisory Group provides comprehensive support services for each Authorised Representative, including:
- Full administration services
- Paraplanning team for SOA and other advice documents such as ROA’s
- Compliance monitoring
- Professional development
- Market leading financial planning software