AWS provides AFSL licensing solutions – we can assist you in maintaining your compliance obligations as required by ASIC by operating under our license, while you maintain ownership and operational control over your business.
Aussie Wealth Super’s AFSL is No. 462 579 and is authorised by ASIC to provide a range of services to both wholesale and retail clients including:
Registered Tax Adviser
AWS’s licensing solution also works for accountants who need to be licensed post ASIC reforms. As a registered tax adviser we provide fully compliant accounting licensing solutions.
About Aussie Wealth Super
AWS aspires to be one of Australia’s largest privately owned AFSLs within the next 3 years.
- Privately owned: AWS is 100% privately owned, operates a flexible APL and is under no obligation to write business with any financial institution. This means its advisers’ SOAs are truly free of institutional bias and in the clients’ best interests at all times.
- Conservative compliance: AWS believes in minimising risk to adviser and clients by pre-emptive compliance measures. All SOAs are checked by our compliance team with the Managing Director taking a hands-on interest in reviewing SOAs. Working with a panel of complementary professionals (such as lawyers, accountants and mortgage brokers) we ensure your advice is compliant no matter how complicated.
- Focus on financial strategies: As a non-institutionally aligned AFSL, we encourage advisers to focus more on client appropriate strategies rather than product centric advice. This ensure clients’ best interests are always at the forefront of an adviser’s logic.