LICENSING SOLUTIONS FOR
MODERN FINANCIAL ADVISERS.
By Advisers. For Advisers.
Our Story
We tried being employed advisers.
We tried being self-employed through a traditional dealer group.
It was all too hard, too expensive and ultimately affected the advice we could give.
Instead we decided to create a modern AFSL that solved the problems we were (and are) having as advisers. We’re aiming for efficient, common sense compliance. We don’t want a percentage of your business; so we’ve decided to stick with reasonable, fixed fees. And we’re sure you understand when we say… we have an APL “without an agenda”.
Are you an Adviser looking to join Beryllium Advisers?
Our Licensing Solutions:
Unique
Start-UpOption
- 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 advisers pricing, processes, lead gen
- Coaching in any required advice areas
- All the other benefits of being on a modern license
- Positions currently available in Brisbane, Melbourne, Sydney & Adelaide
- Percentage splits & Ownership Negotiable
New or Established
Advice Practice
- License your advice business with a modern AFSL
- Your business name
- You own 100% of your clients
- Fortnightly 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
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
- We can tailor a support package to include what you need:
- 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
- Produce Provider negotiations & agreements
- Management Fee tailored to what services you require. Suited to an advice business with a turnover of $500k+
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
Our Partners
Get In Touch
Send us a message
We are available 24/7 by e-mail and phone. You can also ask a question about our services through our contract form that we regularly provide.