Q & A’s

Your questions and answers

Am I the right type of adviser you’re looking for?

  • Lets meet and discuss this one. If you have read this site and think you like the model, we are pretty sure you will fit the bill

Can you help me grow my business?

  • We have processes and resources available to help you grow your practice. The best tool in our experience is knowing that the advice you give in non conflicted.

How do you provide technical support?

  • We have support from fund manager and back office service teams that will provide all the technical support you need. We also have in house experts in SMSF, Shares and Aged care.

How do you manage your APL?

  • Our APL is managed by the board of directors with the input from research which is outsourced

What planning software do you use?

  • Most of our advisers use coin. However, we recognise that many planners have relationships with other software providors and we are happy to work with those providers where possible to implement the Advice Evolution templates and tools.

Can I brand my own business?

  • Advice Evolution is not aiming to attract clients to your business. We want you to have your own image and business identity.

Is the licensee adequately funded?

  • The licensee is profitable in its own right and has a secure capital reserve.

Does the licensee fund its growth by debt?

  • Advice Evolution has no debt

How does the equity model work?

  • Advice Evolution is owned by a unit trust. Principle planners can be offered equity in this trust.

Who underwrites your PI cover and how is it structured?

  • We are currently insured with AIA

What happens if I have a client complaint?

  • Complaints are dealt with in accordance with the industry regulations. Our CEO will help with this process.

How do you ensure compliant advice across your practices?

  • Like any other licensee, you will have an annual audit and a visit from the Advice Evolution staff.

How do I transition from my existing dealer group?

  • After you resign from the old dealer group they then release your clients. Once this has happened we will appoint you and ensure that your future income is channelled through Advice Evolution.