Authorised Representatives

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The most significant question for an authorised representative is ‘Who are you licensed with?’  We are NOT liceensee. What we are is an independent business that can help you find the right home, whether you are looking to be authorised for the first time, or are looking to switch licensees.

We may also be able to assist you in the following areas:

  • Separating licensed -v- unlicensed advice
  • Developing client value propositions and pricing
  • Building an advice process
  • Specialist referral partners for product advice (investments, insurance, SMSF technical).
It's worth checking with your licensee first, as you may be able to access these services and support through them, at no additional charge.

Contact our team today

We believe accountants make great advisers. Let us help you incorporate licensing into your business, without being driven by it.

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