Disrupting the traditional "dealer group" model. 

Advisory Ventures Group recognises that a “one size fits all” approach does not work. Specialisation is not recognised.

Advisory Ventures Group ("AVG") provides an innovative alternative, an umbrella of licence options catering to different market segments.

 

  • It counters the “one size fits all” approach adopted by the majority of dealer groups in Australia, and
     

  • It also responds to the frustrations and basic needs of different market participants. For example:
     

Accountants

I am an accountant. I do tax. I don’t do financial planning…. But I want to be in a position to advise on SMSFs

Mortgage brokers

I want to provide risk insurance options to my loan clients but don’t want to get into broader financial planning

AVG will provide:

  • Fit for purpose licensing solutions
     

  • Tailored advice structures and service offerings
     

  • Scaleable advice options, as shown in the diagram below

 

Note AVG intends to also offer other services to mortgage brokers in the near future. Stay tuned for more information.

Our Licenses

AVG currently offers the following Australian Financial Services Licence (‘AFSL’):​
 

  • Super SMSF Advisory

SMSF Super Advisory AFSL 450822 is a limited licence for accountants seeking to offer strategy advice to SMSFs.

 

SMSF Super Advisory also offers its licensing services to accountants with their own limited SMSF licences. Licensing services may include advice document templates, disclosure document templates, compliance and specialist SMSF para-planning services.

We also offer accounting firms a "white-label" Family Office & Private Wealth services model that can be tailored to different practice structures and clients.

FINANCIAL ADVISORS

CORPORATE ADVISORS

ACCOUNTANTS

MORTGAGE BROKERS

Advice in Super, SMSF, Basic Deposit Products 

Plus 

Licensing Services for Limited SMSF

AFSLs

General Advice in

Risk Insurance 

General Advice in Securities. 

Advice in Basic Deposit Products

LICENSING UMBRELLA

Comprehensive advice options in: 

 

Super/SMSF

Risk Insurance 

Managed Investments 

Managed Accounts 

Securities 

SMSF Super Advisory:

    Tony Zulli 

    0434 530 361 

    tony.zulli@advisoryventures.com.au 

    Neil Schafer 

    0403 227 667 

   neil.schafer@advisoryventures.com.au

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If you are interested in the Advisory Ventures Group, please contact us here

SMSF Super Advisory ABN 42 627 232 375 AFSL 450822