AddressMy Plan Group Pty Ltd is a boutique financial services company based in South Australia offering a range of financial solutions to everyday Australians. We also provide services to financial advice practices and independent Financial Advisers who choose to operate as Corporate Authorised Representatives and Sub-Authorised Representatives of our dealer group which holds an Australian Financial Services Licence, AFSL number 528220.
Running your own advice practice can be both challenging and rewarding which is why when considering any transition between licensees, it should be as cost-efficient and effective as possible. At My Plan, we consider each application for practices and independent Financial Advisers to join our dealer group on its merits when preparing a competitive licensee service package.
If you're a qualified independent Financial Adviser or small advice practice looking for a new licensee, going directly to a large licensee can have its perks however, often the fees charged can be quite high particularly for smaller practices or small adviser groups. Whether you're an established practice or a Qualified Financial Adviser looking to start out on your own, we can offer custom and cost-effective solutions to suit your current situation and changing needs.
Join a Great Group!If you're a qualified and licensed Financial Adviser and looking for a change of scenery, to start out on your own, or just save on current licensee fees, we're open to negotiating mutually rewarding terms which may make it worth your time and effort.
This opportunity would suit a smallto medium sized advice practice, or independent Financial Adviser group looking for a new licensee and to become a Corporate Authorised Representative and Sub-Authorised Representativesof My Plan Group.
You need to be a Financial Adviser, have a book of clients with broad experience, and be ‘qualified’ to give personalised financial advice in most areas, including:
- Retirement Planning
- Superannuation
- Investments
- Centrelink
- Budgeting & Cash Flow Management
- Risk Insurance
You have worked hard to build your existing client relationships and are passionate about supporting them in achieving their financial goals and objectives.
You have passed or are working towards meeting the FASEA education standards to continue providing financial advice, or you may be looking to prepare for your business succession in the short to medium term.
To be successful you should have met the following criteria:- Have an existing financial advice practice and looking for a new licensee.
- Be a ‘qualified’ Financial Adviser.
- Have a ‘Book of Clients’ and looking for a change of scenery.
- Have at least three years' experience providing financial advice to clients.
- Have met FASEA minimum education standards and passed the FASEA exam.
- Have a strong compliance track record.
Due to the volume of applications only candidates deemed to have met these criteria will be notified.
The Benefits- A custom service package and competitive pricing model.
- Full transition and onboarding including product manager registrations.
- Access to a full suite of tools, services, templates, software, and support.
- Weekly payment cycle and comprehensive commission reporting is available.
- Outsourced paraplanning arrangements and extensive third-party services.
- Full access to training, workshops, compliance support, and CPD software.
- A broad and well-researched Approved Product List.
- Iress or Xplan integrations.
Please note that applications from agencies will not be considered at this time.
This advertisement is primarily an invitation for suitable financial advice practices and Qualified Financial Advisers to join My Plan Group Pty Ltd, as a Corporate Authorised Representative or Sub-Authorised Representative, and not as ‘Salaried Employees’ of the dealer group.
Please submit your cover letter and any resume by clicking on “Quick apply”
