IOOF alliances - library

IOOF Alliances

Supporting self-licensed financial advisers

With our IOOF Alliances Essentials service package you’ll get everything you need to run your business model and provide quality advice tailored to your client needs.

Our support services help you with everything from applying for your AFSL and responsible manager training to growing your business while operating compliantly and efficiently.

A snapshot of what we offer

Compliance

  • Customisable compliance manual
  • AFSL policy suite
  • AFSL application support
  • Responsible manager training
  • Compliance hotline

Technology

  • Xplan plug and play Alliances site
  • Diverse software arrangements with key providers

Education

  • Kaplan Ontrack
  • PD days
  • CPD Webinars
  • Annual conference
  • FASEA education support
  • Technical strategy support

Community

  • Peer group forums
  • Business management sessions
  • Leaders forums and engagement

Our values

  • Supporting self-determination for financial advice businesses.
  • Allowing businesses to maximise client facing engagement, by facilitating much needed AFSL support services.
  • Focusing on compliance, technology, education and community.

Our solutions

We understand that it's your business and your clients. That you are fiercely independent in your thinking and that your time is precious. That’s why our solutions look to:

  • Maximise client facing time
  • Drive business growth
  • Provide business certainty

Find out more

Download 'Our service offer for self-licensed advice businesses' brochure.

What does best practice look like in boutique AFSLs?

Download our white paper on the challenges and solutions on all aspects of running an AFSL.

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Get in touch


Call us on 1800 205 951
Email us at IOOFAlliances@ioof.com.au
Or send us a message