PROFINANCIAL
Australian Financial Services Licensee
Become a Profinancial authorised representative and provide quality advice to your clients. We look after your compliance and make sure your advice is always in your client’s best interests.
One simple affordable flat fee. No other hidden costs. In fact we even provide practice support as part of our offer.
We’ll help you…
Get your compliance right the first time
In addition to training and coaching, we check every statement and record of advice before it goes to the clients. We deal with potential problems before they become real problems.
Adviser friendly advice preparation tool
At Profinancial we believe technology is the future. We provide complimentary cloud software to help you prepare statements of advice. You can create a simple compliant statement of advice in as little as 15 minutes.
Reduce your practice costs
With our flat annual fee you’ll have peace of mind with cashflow forecast. We do not take a percentage of your income.
Let’s chat…
One of our team members at Profinancial will be more than happy to answer all of your questions and assist you in your journey to becoming one of our authorised representatives.
