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:
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
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.
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.