Question 1

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

Accepted Answer

Let's 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.

Question 2

Can you help me grow my business?

Accepted Answer

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 is non conflicted.

Question 3

​How do you provide technical support?

Accepted Answer

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.

Question 4

How do you manage your APL?

Accepted Answer

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

Question 5

Can I brand my own business?

Accepted Answer

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

Question 6

Is the licensee adequately funded?

Accepted Answer

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

Question 7

Does the licensee fund its growth by debt?

Accepted Answer

Advice Evolution has no debt.

Question 8

How does the equity model work?

Accepted Answer

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

Question 9

How do you ensure compliant advice across your practices?

Accepted Answer

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

Question 10

How do I transition from my existing dealer group?

Accepted Answer

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.

freedom for your financial planning business

frequently asked questions