INFORMATION CONNECT

We are not financial advisers, but we can refer you to a financial adviser for a no-obligation financial health check... Just to confirm, we are not Financial Advisers and do not conduct the review ourselves... If you are an Adviser and you would like to speak with Australians that have a genuine interest in speaking to a financial adviser than you have come to the right place. The advisers we currently work with know that their strength is in providing financial advice and they leave the time-consuming lead generation to us. We provide contact details for clients looking to engage with an adviser. To ensure the clients we refer receive the service we promise, you must have adequate resources to conduct the reviews. At a minimum you will require in house paraplanning, an up to date privacy policy, a current membership to the Association of Financial Advisers or Financial Planning Association and you must not charge any upfront fee for the initial research and Statement of Advice.