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.
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Discounts available on Adviser Logic and X Plan
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PI Insurance at a reasonable rate
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HR Support
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Help with aligning your practice with accountants
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PD Days
2 x PD Days per annum with quality speakers
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Practice Management
Days 2 x Practice Management days per annum
Plus Lonsdale Conference -
Broad APL
Access to most Platforms
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Technical Services Support
Direct line to tech services
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Marketing Materials
Online Marketing materials with the ability to print off with your Logo
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Compliance
In-house Compliance support
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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
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Estate Planning Services
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Commission paid Monthly or Fortnightly if needed
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Flexible Authorisation Options Fee or Splits
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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
albey@albeyfeil.com.au
Anglesey AccountingPty Ltd
Jason Tay
Aberfoyle Village Shopping Centre
10a/142 Hub Drive, Aberfoyle Park
(08) 8370 7677
jason@anglesey.com.au
Trevor G Dolman
Trevor Dolman
25A Forbes Road, Aldgate
(08) 8357 1066
dolmantj@adam.com.au
Financial Management SA
Derek Murphy
216 Glen Osmond Rd, Fullarton
08 8338 5076
derek@
financialmanagementsa.com.au
JF Gibson & Associates
John Gibson
216 Glen Osmond Road, Fullarton
(08) 8338 5155
john@aiig.com.au
Professional Business Solutions Pty Ltd
Marc Evans
685 South Road, Blackforest
(08) 8351 0510
marc@pbsaccountants.com
Randolph Alwis& Co. Pty Ltd
Randolph Alwis
198 Greenhill Rd, Eastwood
(08) 8357 1066
accountants@alwisco.com.au
Southern Wealth Centre
Teakle FinancialPlanning Pty Ltd
Shane Teakle
6 Hampden Rd, Mt Barker
(08) 8391 1200
shane@steakle.com.au