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Advice Evolution

Are you looking for a renowned Licensee that does the admin for you?

 

We are a boutique Australian Financial Services Licensee (AFSL), with a growing national footprint of high-quality financial advisers. 

 

We seek advisers, like you, who want a better way of running their own business, free from the interference and bias of large institutions. Join the evolution.

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No mANDATES

We don't mandate above the financial services regulations. 

nO CONFLICTS

We are conflict free and not governed by larger institutions.

CONTROL & EQUITY

Advice Evolution is owned by the Advisers in the group. 

TRUST

We maintain full transparency between the adviser and Advice Evolution.

Join the journey with us
Why choose Advice Evolution?

Advice Evolution is different from most other financial planning licensees in Australia today because:
 

  • We avoid all conflicts and influences of financial product manufacturers and large financial institutions

  • Our authorised representatives – or business partners as our members are known – have a direct voice in the decisions of the licensee

  • We offer authorised representatives the option of gaining equity in the licensee to share in its future success and capital value

We work with self-directed, ethical, and ambitious professional advisers. Our goal is to help you achieve freedom for your financial planning business. Advice Evolution offers 'best of breed' back office services and support from market-leading providers at a reasonable cost. This allows you to retain more of the income you create from your practices.

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David Harris

Chief Executive Officer

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Brooke Hooton

Executive Officer

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Gesamay Lou Barit

Chief Operations Officer

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Noemi Isip

CEOAFSL Admin Manager

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At first I was apprehensive about changing licensees, but the team at AE have been so great to work with and responsive in chasing things up from insurers and platform providers that the changeover was not as daunting as I'd imagined. I'd happily recommend AE to anyone considering changing licensee.
Adam French
Director/Financial Planner, Squire Financial.
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