What is the Beryllium Start-Up Option?

The Start-Up Option lets you become a self-employed adviser without starting from scratch. You use an established brand from day one, with negotiated ownership and licensing fee splits — and no fixed start-up expenses.

Can I transition to my own business later?

Yes. One of the key benefits is the ability to transition into your own business without an AFSL change, piggy-backing off established pricing, processes, and lead generation along the way.

Where are start-up positions available?

Positions are currently available in Brisbane, Melbourne, Sydney and Adelaide. Contact us to discuss availability in your area.

Beryllium Advisers - Start-Up Licensing for Modern Financial Advisers

Q: Where are you located?

Spring Hill Office: 445 Upper Edward St, Spring Hill QLD 4000; Grange Office: 3 Days Rd, Grange QLD 4051; Toowong Office: 54 Jephson St, Toowong QLD 4066. Postal: PO BOX 1100 Toowong DC QLD 4066.

Why Choose Us

Everything you need to build a thriving financial advice practice

Innovative Solutions

Modern licensing built for today's advisers

Fair Remuneration

Transparent fee structures and competitive splits

Low Fees

No hidden costs or unnecessary expenses

Ongoing Support

Dedicated assistance when you need it

Community Driven

Built by advisers, for advisers

Modern Technology

Best-in-class platforms and tools

Personal Development

Access to training and coaching

No Restrictions

Freedom to run your business your way

True Partnership

We succeed when you succeed

Licensing

Our Licensing Solutions

Four tailored pathways for advisers at every stage — from start-up to self-licensed.

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

New or Established

Advice Practice

Licence your advice business with a modern AFSL

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

Licensing Fee tailored to your business, based on size, number of ARs and turnover

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+

Part of our ecosystem

We Are Also
The Adviser
Games!

Born from the mission to turn sleepy PD Days into something you actually look forward to, The Adviser Games has evolved into a buzzing hub for advisers — a place to connect, swap ideas, and engage with your community with a healthy dose of friendly competition.

Whether you're here to network, challenge yourself, or just have a good time — The Adviser Games gives you a fresh way to build your professional network.

The Amazing Race
Squid Games
Charity Poker
Adviser Wars
Challenge Videos
Adviser Catch Ups

Check out what we're doing now

Our Licensing
Solutions

10 Things that MAKE or BREAK a Single Adviser Practice

How to: Dealer Groups - Finding, Changing, Evaluating, Avoiding

Q&A: Employed-Advisers going Self-Employed

How to Save 1000 Hours.

Should You Buy a Book of Clients to Scale Your Financial Planning Business?

Ensombl Licensee Podcast Series - Cobalt Advisers

Our Partners

Accumulo Financial Solutions and Lending

AFCA Australian Financial Complaints Authority

AIOFP Association of Independently Owned Financial Professionals

Updates

News & Insights

Latest stories across the Cobalt group and partner brands.

Money Management30 June 2026

The biggest financial advice M&A of Q4 - Money Management

Money Management rounds up the biggest advice M&A of the last three months as firms rush to complete their transactions by the end of financial year.

Money Management11 May 2026

Dealer group launches independent AFSL - Money Management

Dealer group Cobalt Licensee Solutions has launched its third license, An Independent AFSL, targeting advisers who want the ‘independent’ title without the hassle of being self-licensed.

View all articles

Contact

Get In Touch

Reach out by phone, email or the form below — we respond to every enquiry.

Send us a message

Tell us about your practice and we'll be in touch.

Phone

1800 262 258

enquire@beadvisers.com.au

Postal address

PO BOX 1100 Toowong DC QLD 4066

Our offices

Spring Hill, Grange & Toowong

Modern financialadvisers.

Our Story