Deliver advice efficiently which aligns with members' priorities and fund expectations, helping you run a profitable practice
Operate under a trusted AFSL framework with strong compliance support
Meet Trustee Requirements including quality vetting, advice fee payment requests and access to adviser portals
Access training and tools providing you with a complete advice production platform tailored to industry super advice
Benefit from referral opportunities through partnerships with leading super funds, with the option of having IFS provide an appointment booking service
A comprehensive Licensing Solution
Authority to provide advice on a broad range of advice topics and products
Audit/ risk monitoring, incident/ complaint management and regulator engagement
We help you not only meet your CPD requirements, but also help you leverage a community of peers
Our team will produce presentation ready SOAs, in line with our licensee standards
Track your key business metrics with peer benchmarking
Triage and appointment bookings of fund members seeking financial advice
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You must pass the IFS technical test
Meet stringent compliance and employment background checks
Agree to work to IFS Licensee Standards and business model rules covering education standards, approved products and advice disclosure
Mandatory to use IFS advice technology and follow the IFS advice process
No ongoing advice fees, fixed fee review fees are permitted
Must be a member of the Financial Advice Association Australia (FAAA)
Commit to participate in ongoing IFS monitoring and supervision program
