It's a long road, don't travel alone

If you’ve got a handle on what licensing is all about and are ready to make the transition, read on. There’s much more to do than just getting additional qualifications.

Here's what you need to think about to make a successful transition:

  • STEP 1
    RG105 & RG146

    You need to determine your education requirements.

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  • STEP 2
    Making it official

    Will you obtain your own licence or become authorised?

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  • STEP 3
    The first six months

    The first six months can be daunting. Learn how to do this in practice.

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  • STEP 4
    Refining your business model

    Your business model should dictate how you operate in the licensed world.

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Drive accountants your way. If you have a licensing AFSL offer for them, view our Licensees section to find out how you can participate in our Licensee Matching Service.

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