AFSL
in a box!

Our AFSL In a Box solution includes all the tools, resources and support you need to establish and operate an efficient self-licensed practice without getting side-tracked from your client service and business growth priorities.

We’ve got it covered with a range of services tailored to your requirements including drafting your licence application (and/or licence variations), providing a comprehensive policy suite, supporting your compliance obligations with our proprietary risk management framework, helping you establish a principles-based APL, structuring and operating revenue management, training and education programs and CPD points management, and Australia’s leading client recruitment and client engagement tools.  

Our AFSL in a box services are available to practices seeking to become self-licensed or those wanting to establish and operate a boutique licensee group.