- Has its own unrestricted Australian Financial Services License
- Has a licensed tax practice
- Has its own in-house SMSF administration service
- Does not use wrap accounts
- Does not have any institutional ownership
- Does not charge commissions or assets based fees
- Has a Real Estate License
- Has a Mortgage Choice franchise
- Has the most technical and experienced advisers in the industry
- Already provides fiduciary service standards
- Has its own in-house investment committee that has outperformed consistently and not had a single FOS claim against its name ever
- Has the best technology in Australia
- A firm that would welcome FOFA legislation
You need to be someone who appreciates the merits of the above and want to be part of the future and not want to live in the past!
Contact Garth Lovelace, for a confidential interview.