A fresh approach
to licensee solutions

When you choose Wealth Adviser to support your professional and commercial endeavours, you’ll gain the benefit of our scale that will keep a lid on costs and keep a smile on your advisers’ faces.

Our solutions for licensees

Practice and adviser
due diligence and onboarding

We can provide you with a turnkey program – including policies, CAR/AR and salaried adviser contract templates, and onboarding workshops.

Comprehensive
policy suite

Decades of real-world advisory experience underpins our comprehensive suite of more than 30 operational, advice related, risk management and AFSL governance policies and registers.

APL development
and maintenance

Our team has decades of experience in the development and maintenance of both list-based and principles-based APLs.

Risk management
framework

Our proprietary risk management framework has been built to facilitate the creation of quality advice that meets community standards and withstand rigorous regulatory scrutiny.

Revenue
management

Our remuneration team can support the entire process for you in an efficient and time effective manner using leading software solutions to suit your needs.

Education
and training

Our core content is all FPA-accredited and can be tracked through Kaplan OnTrack meaning you can meet your annual CPD requirements – but our sessions deliver so much more than just points.

PI submissions,
negotiation and brokering

Let our team of experienced financial services executives who collectively have decades of experience in PI submission preparation and presentations to underwriters.

IDR and EDR
case management

We can provide you with a team of experienced financial services lawyers and executives who collectively have decades of experience within both boutique self-licensed and large licensee group environments.

Estate planning
and legal services

We can help you expand your service offering, increase revenue and seal in the goodness of your relationship with your clients through integrating a comprehensive estate planning offering into your practice.