Centrepoint Alliance, Australia’s leading network of non-aligned advisers and brokers in financial services, has launched a turnkey transition program to enable experienced advisers to develop their own advice businesses.
Managing Director of Centrepoint Alliance, John de Zwart, said, “We want to partner with experienced salaried planners who are looking to switch from an employed to a self-employed business model.
“With the industry continuing to undergo rapid change and facing major public reputation and legislative risks, more and more advisers at all levels are seeing the benefit of taking responsibility for their own futures, as non-aligned professionals running their own businesses.
“We have developed an attractive turn-key transition solution that includes full compliance and technical support, best-of- breed technology solutions, business development support and attractive terms, including initial fee relief. We can also offer flexible options in office arrangements, including utilising Centrepoint Alliance’s offices in some states and our support infrastructure around the country.
“We can provide a clear, fully supported pathway from being an in-house salaried adviser to an authorised representative or ultimately becoming self-licensed, if that is appropriate. This is about enabling and supporting the best salaried advisers to take the next step towards building their own strong prosperous business.
“Of course, the biggest difference we offer is a cultural one. Our entire focus is on enabling professional advisers to develop themselves as practice managers and as independent business owners.
“Our whole business model is based on empowering and partnering with advisers to grow and develop their business the way they want to.”
According to Mr de Zwart there has never been a better time for salaried advisers to consider taking their practice to the next level.
“While the industry has been through a lot of turmoil, we know the need for quality advice is greater than ever. Clients need and demand advice that is focussed on them and their goals. Advisers need support that is focussed on helping them deliver to their clients, rather than simply acting as the sales and distribution arm of an institution.
“We are only looking to attract professional advisers who have a good compliance record and share our passion for a client-centric approach to advice. We view good compliance and processes as an investment in the reputation, efficiency and growth of a good advice business.”
