With a vision of becoming the leading service provider for non-aligned Australian Financial Services Licensee (AFSL) partners in Australia, Actuate Alliance Services has rebranded to SFG Alliance Services.
Dan Powell, Head of SFG Alliance Services, said the rebrand is in line with SFG Australia Limited’s aim to consolidate its brands in the financial services market place. “Sharpened branding will make SFG Alliance Services, which provides key support and expertise for boutique AFSL businesses that wish to retain control of and be responsible for managing their own licence, more recognisable to those businesses,” Mr Powell said.
SFG Alliance Services is focused on supporting boutique AFSLs seeking best advice and best practice outcomes, so that practice principals and advisers can deliver on their promise to clients and focus on new business. “That’s what makes us so different in today’s marketplace,” Mr Powell said.
The rebranding coincides with the introduction of SFG Alliance Service’s adviserHQ website. adviserHQ allows AFSLs and advisers to access the support of SFG anywhere, any time. “adviserHQ offers online 24/7 access to licensee support, advice documents, research, product and platform solutions, technical services, practice management, succession planning, marketing and sales,” Mr Powell said. “This service is invaluable to AFSLs in leveraging infrastructure, resources and expertise of SFG in their own businesses.”
In the six months since launch, SFG Alliance Services has already attracted 12 AFSL partners. “To help service the needs of these partners, we are pleased to announce the appointment of Eric Quak, who takes on a practice business development role,” Mr Powell said.
Mr Quak will be responsible for working with self-licensed advice businesses to identify and implement the best practice and best advice processes of SFG. “Eric brings with him a deep understanding of financial planning businesses with previous experience gained in investment management, platform solutions and strategic advice,” Mr Powell said.
