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
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.