What we do
As a a boutique full-service licensee, we provide support to a vast network of financial advisers across Australia.
Founded in 2006, we have firmly established ourselves as the licensee of choice for growth focused practices requiring personalised and tailored support across a range of services including practice management, marketing, software, research, compliance and professional development.
To cater for your level and expertise, we offer a range of authorisations from specialist authorisation to full authorisation.
Our approach is hands-on and we will work with you and your practice to help you build and manage a sustainable advice business while meeting the demands of regulatory change.
Our affiliations with the Association of Financial Advisers and the Financial Planning Association, not only gives you access to additional training and development opportunities but provides you with a forum to voice your views on various regulatory issues.
And being part of the IOOF group enables us to tap in to the resources of one of Australia's largest non-bank owned financial service companies.
At Consultum, we offer the best of both worlds – the personalised and tailored service you would expect from a boutique group, and the backing and resources of the larger IOOF group. Together, this helps us deliver a professional level of tailored service to you, our advisers.
History
1979 – Winchcombe Carson Financial Planning (wholly owned by the IOOF group) was established
2002 – Financial Partnership, one of Australia’s first lifestyle financial planning groups was established with the support of IOOF.
2006 – Winchcombe Carson and Financial Partnership combine to form Consultum Financial Advisers
Our parent
As part of the IOOF group, we are able to tap in to the resources of one of Australia's largest independent financial services companies.
IOOF has been helping Australians secure their financial future since 1846. Since then, IOOF has grown substantially to become a leading provider of quality financial services in Australia and more recently the New Zealand market.
As an ASX top 100 company, with more than $152.6 billion in funds under management*, administration, advice and supervision, IOOF currently service more than 650,000 customers around Australia.
The core businesses within the IOOF group include:
- financial advice
- platform management and administration
- investment management
- trustee services
*as at 31 March 2018