Independent AFSL

We Are...An Independent AFSL

We're not another institution trying to control your business. We're advisers who believe in quality over volume and long-term partnership over quarterly targets.

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Trusted Partners

Who We Are

We are…

Built from the ground up for financial advisers who believe the profession deserves better.

  • built for advisers, not institutions
  • focused on quality advice, not volume
  • transparent, accountable, and ethical
  • supportive partners, not distant overseers
  • committed to lifting standards across the advice profession
  • aligned with long-term outcomes, not short-term incentives
  • here to help advisers grow sustainable, valuable businesses
  • independent in thinking, structure, and intent

and We are…

an independent
AFSL.

Our independence isn't just a label — it's the foundation of everything we do. We exist to serve advisers, not shareholders.

Client-first, always

Every decision guided by one question: is this truly in the best interest of advisers and their clients?

Ready to join a different kind of AFSL?

A licensing model built around your success, not our bottom line.

Get Started

Unique

Start-Up Option

  • Become a ‘self-employed’ adviser without starting from scratch
  • Use an ‘Established Brand’ from day one
  • Client ownership as a % split
  • Your licensing fee as a % split
  • No fixed expenses
  • No expensive start-up costs (web, brand, licensing etc)
  • Ability to transition into your own business — no AFSL change
  • Piggy-back off another adviser’s pricing, processes, lead gen
  • Coaching in any required advice areas
  • All the other benefits of being on a modern licence
  • Positions available in Brisbane, Melbourne, Sydney & Adelaide

Percentage splits & ownership negotiable

Explore Start-Up

New or Established

Independent Advice Practice

Promote and Run an Independent Advice Business

  • Your business name
  • You own 100% of your clients
  • Weekly Remuneration
  • Reasonable, Fixed Fees
  • PI included in monthly invoice
  • CAR Agreements are ‘Month-to-Month’
  • Cost effective additional ARs
  • APL ‘Open’ – managed by us
  • No foundation SOAs*
  • Flexible Paraplanning Options
  • Adviser Run, Community Size AFSL
  • Modern & Technology focused Dealer Group
  • Assistance with transferring existing clients
  • Help negotiating Transfer Deeds

If you’re unsure, ask us if or how you can legally refer to your business as Independent. Authorisation via An Independent AFSL Pty Ltd.

Go Independent

Full Independence

Self-Licensed+

The benefits of being self-licensed and using a dealer group — in one solution

  • Your AFSL (we can assist in application)
  • You own 100% of your clients
  • You control 100% of your clients
  • All remuneration sent directly to your AFSL bank account
  • Tailored support package
  • Set up with monitoring bodies (AFCA etc)
  • Processes & AFSL Policies
  • ASIC Communication
  • Committee Meeting Management
  • APL management
  • Breach Reporting
  • Authorising CAR/ARs
  • Compliance Monitoring
  • Vetting & SOA Audits
  • CPD Monitoring & Assistance
  • Remuneration Management
  • ASIC Financial Audits
  • Provider negotiations & agreements

Management Fee tailored to what services you require. Suited to an advice business with a turnover of $500k+

Explore Self-Licensed+
Supportive Partners

Let's Have an Honest Conversation

No sales pitch. No pressure. Just a genuine discussion about your goals and how we might help you achieve them.

  • No sales pitch or pressure
  • Response within 24 hours
  • Real people, genuine conversations

We'll get back to you within 24 hours—no automated responses, just real people.

FAQ

Frequently Asked Questions

Everything you need to know about partnering with Independent AFSL.

The challenge with claiming independence on a shared AFSL/Dealer Group is that if even one adviser receives commissions or conflicted remuneration, no adviser on that licence can be considered independent. Our Difference: Our AFSL is different; independence applies across the entire licence, so every adviser is independent.

Independent in Thinking, Structure, and Intent

Quality advice, sustainable growth, genuine partnership.