As a full service licensee, we offer a range of authorisations to suit your level of skill and qualifications so that you can focus on providing quality financial advice to your clients.
A full authorisation allows you to provide comprehensive financial planning advice in the following areas:
- Simple managed investment schemes
- Risk insurance
- Basic deposit products
- Class of product advice
- Product recommendations.
In addition to the full Authorisation, we also offer specialist authorisation for SMSF, Gearing and Direct Equities. Our Regional Managers can work with you to determine eligibility and accreditation requirements.