Licensing Solutions

[et_pb_section fb_built=”1″ background_color=”#132c47″ _builder_version=”3.0.63″ parallax=”on” custom_padding=”0px|0px|54px|0px”][et_pb_row _builder_version=”3.0.47″ background_size=”initial” background_position=”top_left” background_repeat=”repeat”][et_pb_column type=”4_4″ _builder_version=”3.0.47″ parallax=”off” parallax_method=”on”][et_pb_divider height=”60″ disabled_on=”on|on|off” admin_label=”Divider” _builder_version=”3.0.47″][/et_pb_divider][et_pb_text background_layout=”dark” admin_label=”Text” _builder_version=”3.0.47″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” text_orientation=”center” module_alignment=”center”]

Licensing Solutions

[/et_pb_text][et_pb_text _builder_version=”3.0.63″]

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.

[/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row custom_padding=”27px|0px|0px|0px” _builder_version=”3.0.47″ background_size=”initial” background_position=”top_left” background_repeat=”repeat”][et_pb_column type=”4_4″ _builder_version=”3.0.47″ parallax=”off” parallax_method=”on”][et_pb_blurb _builder_version=”3.0.63″]

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:

[/et_pb_blurb][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”3.0.47″ background_size=”initial” background_position=”top_left” background_repeat=”repeat”][et_pb_column type=”1_4″ _builder_version=”3.0.47″ parallax=”off” parallax_method=”on”][et_pb_blurb title=”General Advice” use_icon=”on” font_icon=”” icon_color=”#2ea3f2″ use_circle=”on” circle_color=”#0d2035″ background_layout=”dark” admin_label=”Blurb” _builder_version=”3.0.63″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” text_orientation=”center”]General advice involves information about products, but does not take into account a client’s overall financial goals or actually provide a recommendation that the client takes up the product.
[/et_pb_blurb][/et_pb_column][et_pb_column type=”1_4″ _builder_version=”3.0.47″ parallax=”off” parallax_method=”on”][et_pb_blurb title=”Personal Advice” use_icon=”on” font_icon=”” icon_color=”#d85fd6″ use_circle=”on” circle_color=”#0d2035″ background_layout=”dark” admin_label=”Blurb” _builder_version=”3.0.47″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” text_orientation=”center”]AWS advisers are fully licensed to provide personal recommendations on simple, single issue topics as well as comprehensive advice. Our licensing solution also aids the provision on ongoing personal advice.
[/et_pb_blurb][/et_pb_column][et_pb_column type=”1_4″ _builder_version=”3.0.47″ parallax=”off” parallax_method=”on”][et_pb_blurb title=”SMSF Advice” use_icon=”on” font_icon=”” icon_color=”#2ad4e0″ use_circle=”on” circle_color=”#0d2035″ background_layout=”dark” admin_label=”Blurb” _builder_version=”3.0.47″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” text_orientation=”center”]As the complex SMSF space continues to grow and rules change, AWS can help you to remain abreast of changes and challenges. We also provide access to low-cost, fixed price SMSF establishment and ongoing administration (including tax returns and audits).
[/et_pb_blurb][/et_pb_column][et_pb_column type=”1_4″ _builder_version=”3.0.47″ parallax=”off” parallax_method=”on”][et_pb_blurb title=”Registered Tax Adviser” use_icon=”on” font_icon=”” icon_color=”#9633e8″ use_circle=”on” circle_color=”#0d2035″ background_layout=”dark” admin_label=”Blurb” _builder_version=”3.0.47″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” text_orientation=”center”]

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.

[/et_pb_blurb][/et_pb_column][/et_pb_row][/et_pb_section][et_pb_section fb_built=”1″ module_id=”builder” _builder_version=”3.0.47″][et_pb_row _builder_version=”3.0.47″ background_size=”initial” background_position=”top_left” background_repeat=”repeat”][et_pb_column type=”4_4″ _builder_version=”3.0.47″ parallax=”off” parallax_method=”on”][et_pb_text admin_label=”Text” _builder_version=”3.0.47″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” text_orientation=”center” module_alignment=”center”]

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.

[/et_pb_text][/et_pb_column][/et_pb_row][/et_pb_section][et_pb_section fb_built=”1″ background_color=”#283139″ module_id=”mobile” _builder_version=”3.0.47″][et_pb_row _builder_version=”3.0.47″ background_size=”initial” background_position=”top_left” background_repeat=”repeat”][et_pb_column type=”1_4″ _builder_version=”3.0.47″ parallax=”off” parallax_method=”on”][et_pb_blurb title=”SOA Coaching & Paraplanning” use_icon=”on” font_icon=”%%57%%” icon_color=”#2ea3f2″ use_circle=”on” circle_color=”#0d2035″ background_layout=”dark” admin_label=”Blurb” _builder_version=”3.0.63″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” text_orientation=”center”]We provide hands on SOA coaching and paraplanning services to ensure you can maximise time spent meeting with clients.
[/et_pb_blurb][/et_pb_column][et_pb_column type=”1_4″ _builder_version=”3.0.47″ parallax=”off” parallax_method=”on”][et_pb_blurb title=”Professional Indemnity Insurance” use_icon=”on” font_icon=”%%275%%” icon_color=”#d85fd6″ use_circle=”on” circle_color=”#0d2035″ background_layout=”dark” admin_label=”Blurb” _builder_version=”3.0.63″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” text_orientation=”center”]AWS has has significant insurance in line with ASIC’s requirements. Our scale provides access to reduced premiums which we pass on to you through low fees.
[/et_pb_blurb][/et_pb_column][et_pb_column type=”1_4″ _builder_version=”3.0.47″ parallax=”off” parallax_method=”on”][et_pb_blurb title=”CRM & SOA Software” use_icon=”on” font_icon=”%%305%%” icon_color=”#2ad4e0″ use_circle=”on” circle_color=”#0d2035″ background_layout=”dark” admin_label=”Blurb” _builder_version=”3.0.63″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” text_orientation=”center”]We provide access to our cloud-based CRM & SOA management systems at no additional cost.
[/et_pb_blurb][/et_pb_column][et_pb_column type=”1_4″ _builder_version=”3.0.47″ parallax=”off” parallax_method=”on”][et_pb_blurb title=”Flexible Fees Structure” use_icon=”on” font_icon=”%%280%%” icon_color=”#9633e8″ use_circle=”on” circle_color=”#0d2035″ background_layout=”dark” admin_label=”Blurb” _builder_version=”3.0.63″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” text_orientation=”center”]Licensing fees should be flexible to reflect your practice. Our licensing solution gives options between flat fee licensing and percentage based licensing.
[/et_pb_blurb][/et_pb_column][/et_pb_row][/et_pb_section][et_pb_section fb_built=”1″ background_color=”#f74b47″ _builder_version=”3.0.47″ custom_padding=”54px|0px|0px|0px”][et_pb_row custom_padding=”0px|0px|27px|0px” _builder_version=”3.0.47″ background_size=”initial” background_position=”top_left” background_repeat=”repeat”][et_pb_column type=”4_4″ _builder_version=”3.0.47″ parallax=”off” parallax_method=”on”][et_pb_text _builder_version=”3.0.89″]

To enquire, call Managing Director Lindsay Yelland directly on 0407 060 899

or complete the form below to arrange a meeting

[/et_pb_text][et_pb_contact_form module_id=”et_pb_contact_form_0″ _builder_version=”3.0.63″][et_pb_contact_field field_id=”Name” field_title=”Name” _builder_version=”3.0.47″ border_radii=”on||||”][/et_pb_contact_field][et_pb_contact_field field_id=”Email” field_title=”Email Address” field_type=”email” _builder_version=”3.0.47″ border_radii=”on||||”][/et_pb_contact_field][et_pb_contact_field field_id=”Phone_number” field_title=”Phone number” min_length=”8″ max_length=”12″ _builder_version=”3.0.63″ border_radii=”on||||”][/et_pb_contact_field][et_pb_contact_field field_id=”State” field_title=”State” field_type=”select” select_options=”%91{%22value%22:%22ACT%22,%22checked%22:0,%22dragID%22:4},{%22value%22:%22NSW%22,%22checked%22:0,%22dragID%22:0},{%22value%22:%22QLD%22,%22checked%22:0,%22dragID%22:2},{%22value%22:%22SA%22,%22checked%22:0,%22dragID%22:5},{%22value%22:%22TAS%22,%22checked%22:0,%22dragID%22:6},{%22value%22:%22VIC%22,%22checked%22:0,%22dragID%22:1},{%22value%22:%22WA%22,%22checked%22:0,%22dragID%22:3}%93″ _builder_version=”3.0.63″ border_radii=”on||||”][/et_pb_contact_field][et_pb_contact_field field_id=”Message” field_title=”Message” field_type=”text” fullwidth_field=”on” _builder_version=”3.0.47″ border_radii=”on||||”][/et_pb_contact_field][/et_pb_contact_form][/et_pb_column][/et_pb_row][/et_pb_section]