Licensing applications and variations | Self-licensed Solutions | Wealth Adviser

Licensing applications
and variations

Our legal services team can assist with the preparation, submission and management of your AFSL and with license variations for existing AFSL holders.

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Our Wealth Adviser Legal Services team can assist with the preparation, submission and management of your Australian Financial Services Licence and with licence variations for existing AFSL holders.

More than just lawyers –  throughout the process you’ll have access to a team of executives within our group who collectively have decades of experience as responsible managers in both boutique self-licensed and large licensee group environments and in establishing and operating advice practices large and small.

Whilst costs will vary depending on the extent and complexity of the authorisations you seek and the number of responsible managers you intend to appoint, you’ll have the confidence of knowing your total costs up front thanks to our fixed price engagement terms.

Our AFSL application and variation services are available to practices seeking to become self-licensed and to existing licensees and self-licensed practices.

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Wealth Adviser Digital Handbook

Access our digital handbook to learn more about our license application and variation services.

Discover why advice is at the heart of everything we do. Download our digital handbook to learn how you can breathe new life into your business with our fresh approach.

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