Compliance
(02) 9042 5533
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A comprehensive range of compliance and governance services.
With our Virtual package you will have access to:
- Industry compliance. Licensee compliance framework templates and policies for you to customise. Regulatory updates and analysis.
- Compliance manual, including policy and procedures. This templated document provides your AFSL with the basis for its compliance policy and procedures and is regularly updated when legislative change requires.
- Compliance checklists and register templates – including templated checklists for Responsible Managers, process, advice parameters, AFSL requirements, and more.
- Access to AFSL Audit – We can assist you with accessing an external quality auditor to undertake any AFSL auditing requirements.
- 4 file audits per year.
Our Services
Online access
For self-licencees seeking a virtual community connecting your AFSL online to valuable tools and resources.
Governance & Compliance
Compliance support at an adviser and AFSL level to assist you to meet your licence requirements.
Additional Services
A range of additional services available to enable you to tailor our service to meet your evolving support requirements.
Education & Training
Access to a comprehensive range of professional development opportunities, including conferences, online and face-to-face learning.
AFSL Application
An end-to-end AFSL application service, including liaising with ASIC, to get you started in your own AFSL.
Partnership Program
A program which provides partners with exclusive benefits, access to discounts and an expertise hub to connect you to the services you need.