For Advisers

Are you looking for a new licensee that provides you with the freedom and security to grow practice?

If you are interested in progressing your career as a Financial Planner and have been looking for a place to thrive, we would love to hear from you.

When you join up with Australian Investment & Insurance Group, you will have access to all the adviser tools and systems to help you run your business.

Our licensee and experienced support staff have all of the 'back office support' set-up to make it simple for you to access all the information you need, saving you time, effort and cost. All resulting in more face to face contact between you and your clients.

  • Discounts available on Adviser Logic and X Plan

  • PI Insurance at a reasonable rate

  • HR Support

  • Help with aligning your practice with accountants

  • PD Days

    2 x PD Days per annum with quality speakers

  • Practice Management

    Days 2 x Practice Management days per annum
    Plus Lonsdale Conference

  • Broad APL

    Access to most Platforms

  • Technical Services Support

    Direct line to tech services

  • Marketing Materials

    Online Marketing materials with the ability to print off with your Logo

  • Compliance

    In-house Compliance support

  • Share Brokers

    Access to share brokers
    Stock Report discount

  • Research / Investment Committee

    Opportunity to sit in the Investment Committee
    Lonsec Research

  • Para-Planning Services

    Access to para-planning

  • Estate Planning Services

  • Commission paid Monthly or Fortnightly if needed

  • Flexible Authorisation Options Fee or Splits

  • If you leave, your clients will be bulk transferred

Authorised Representative Directory

Albey Feil Financial & Insurance Services

Albey Feil
27 Sturt Street, Mt Gambier
(08) 8725 0655

Anglesey Accounting
Pty Ltd

Jason Tay
Aberfoyle Village Shopping Centre
10a/142 Hub Drive, 
Aberfoyle Park
(08) 8370 7677

Trevor G Dolman

Trevor Dolman
25A Forbes Road, Aldgate
(08) 8357 1066

Financial Management SA

Derek Murphy
216 Glen Osmond Rd, Fullarton
08 8338 5076

JF Gibson & Associates

John Gibson
216 Glen Osmond Road, Fullarton
(08) 8338 5155

Professional Business Solutions Pty Ltd

Marc Evans
685 South Road, Blackforest
(08) 8351 0510

Randolph Alwis
& Co. Pty Ltd

Randolph Alwis
198 Greenhill Rd, Eastwood
(08) 8357 1066

Southern Wealth Centre

Bruno Strazdins
Level 1, 125c The Parade
Norwood SA 5067
1300 658 960

Teakle Financial
Planning Pty Ltd

Shane Teakle
6 Hampden Rd, Mt Barker
(08) 8391 1200

Business Services

Para-Planning Services