DEBT RECYCLING

Record important information such as their contact details, and provide them with access to their own ‘Client Portal' and ‘Money Track' systems... Record strategy information that is relevant for the client by selecting a number of tick boxes. This is what drives the filtering system to help find any clients doing any strategies at any time. This can be customised to suit your business... Designed to help financial advisers & mortgage brokers make their record keeping and compliance requirements easier in the running of their financial services business.

Also known as: Adviser Centre, Debt Recycling Pty Ltd

Registration numbers: 44 139 936 459 (W), 44 139 936 59 (W)

Primary location: Central Coast Australia