Who we service

AFSL Managers services Australian Financial Services Licensees (Licensees). We provide back office support so a Licensee has options to unbundle their offering to their distribution network.

Unlike most other industry sectors, the financial services landscape has onerous and unique responsibilities placed on managing a Licensee. These requirements are extremely time consuming and human resource hungry. Suggestions to meet, execute and implement challenges are generally difficult.

To reap the benefits of business scale, Licensee managing techniques must meet the natural environmental pressures brought about by complex distribution models and scale barriers. Typical characteristics displayed are as follows:

• retarding long term business growth
• unnecessary fixed carrying costs
• stretched resources to meet adviser and client demands
• limited implementation opportunities to meet strategic demands

Service Delivery

AFSL Managers packages essential services for Licensees and Authorised Representatives in search for cost efficiencies and growth opportunities on a stand-alone basis or on a package of services.

Our services are designed for some of the largest Financial Services organisations in Australia and are easily scaled down to small to medium independent boutique Licensees. Our services are also appropriate for the individual Authorised Representative (Adviser).

The services are delivered through our AFSL Managers website/portal. This streamlined system is designed to scale your business delivery capabilities. Harnessing the power of the internet, our web-enabled technology facilitates ease of interaction directly with the Authorised Representative. AFSL Managers capitalises on the strength of our outsourced network of service provider professionals to deliver a cost effective streamlined solution.

Note: AFSL Managers does not provide any financial services (as defined by Part 7 of the Corporations Act 2001). Ultimate responsibility for complying with all legal obligations rests your Licensee and its Responsible Officers.