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 snaphot 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.
