I-Financial Group Credit Licensing

Credit Representative Resources

 

Does it seem impossible to: Benefit from the safety and security of the Aggregation service of your choice BUT STILL Run your own business largely how you want to and offer your Clients a service that is free of undue influence by the Banks or your Aggregator Well the Great News is that now you can. What is not understood by many commentators, and rarely if ever spoken about, is the fact that the new Australian Credit License (ACL) regime means that it is the ACL Holder and not your Aggregator that determines how you operate your Business. Vested interests mean that in most cases going forward the ACL Holder and the Aggregator are one and the same - so how does this help? Well, in the case of I-Financial Group's Centralised Licensing Programme, we have divided the functions of Aggregator and License Holder. Essentially what we have done is acknowledge that Aggregators should focus on their core business and continue to do what they do best ~ while we provide our expertise in licensing and compliance that has been developed over the last decade under the existing AFSL regime.  This allows the Aggregator to look after: Agreements with Banks and other product suppliers  Broker software and CRM platforms  Commission payments Professional Development Days, Product Update sessions and Conferences I-Financial Group, as the ACL Holder, then assists with: Compliance Practice Management and Business Development Additional Revenue Streams - including Financial Planning, Insurance, Leasing, Commercial, SMSF Loans, Property Those Brokers that provide Financial Planning within their Practice can also be accredited as Authorised Representatives under our aligned AFSL with one single Compliance Team for both the ACL and AFSL ~ which means no compliance 'tug-of-war'. This opportunity will allow a Broker to: Maintain a relationship with the Aggregator of their choosing  Change Aggregators without having to change their licensing arrangement  Be appointed as a Credit Representative under the I-Financial Group ACL Gain access to significant additional business building resources and add-on revenue streams.  All of these are systematised for embedment at the Broker's Practice level.  These include:  Insurance Investment Property Commercial and Business Finance SMSF lending Leasing, plant & equipment finance Financial Planning Be assisted with compliance and Continuing Professional Development Be assisted with Business Development if desired (see our Practice Management Page for more information) What's The Catch?

ACL No. 384635      CLICK HERE FOR  MORE INFORMATION     APPLY NOW       FREQUENTLY ASKED QUESTIONS      APPLY NOW      FEES AND BENEFITS CLICK HERE     APPLY NOW       COMPARISONS WITH OTHER MODELS     APPLY NOW        CLICK HERE FOR  MORE INFORMATION

Simply this.  We are not interested in assisting any person, business or group to avoid the necessary professional requirements of being a Finance Intermediary post 1 July 2010.

It is our belief that the licensing regime that we are entering into is long overdue and will greatly assist to clean out those in the industry who do not want to be professional, who do not value continuing education, or do not hold their Clients' best interests at heart.

What we are interested in doing is supporting like-minded professionals who fear the loss of independence - both in business operation and in their ability to assist their Clients - that we have seen occur in the Financial Planning industry.  Clearly this is the nearest parallel and the most recent history from which we can hope to learn.

For more information about this opportunity please email compliance@ifinancialgroup.com.au or CLICK HERE to register your interest or make an enquiry.