Authorised Representative Services

  • Revenue/commission is paid bi-monthly to your nominated bank account by way of a RCTI.
  • Ongoing training to meet the regulatory requirements is included through Kaplan Ontrack ongoing training.
  • Compliance This is ongoing and includes an annual review.
  • Fees – A flat annual fee of $13,464 plus GST and a 3.5% Professional Indemnity recovery covers the provision of all the above services. $10,200 plus GST pa for each subsequent AR.
  • Approved Product List – available upon request.
  • Platforms and Software providers. We treat these as administration tools and do not dictate which providers you work with. We have discounted rates with software providers.
  • Professional Development Days held twice a year.
  • Ongoing market, sector and industry updates.
  • Paraplanning service fully integrated into client and advice tools.