Index Tracking Financial Advice
A low cost Financial Planning Dealer group for index-minded financial planners
We seek to align with advisers who keep things simple and effective for clients using cost minimising index tracking investments like Vanguard and platforms such as Hub24 Discover and BT Panorama Focus.
Costs
Transparent pricing and inclusions
Our dealer group offer is $1,750 per month excluding GST for advisers earning under $150,000 per annum.
Support
What planners gain
Join a dealer group built to support advisers with practical licensing, compliance, and business assistance.
Licensing support
Financial planning licensing with a structure designed to support compliant growth.
PI and AFCA cover
PI insurance coverage and AFCA coverage included to support your practice.
Prevetting and auditing
Practical prevetting and auditing processes that help maintain quality and consistency.
Compliance training
One-on-one compliance training tailored to advisers who value disciplined advice delivery.
CPD access
CPD access via Kaplan to help keep your professional development on track.
Practice development
Practice development assistance, advice procedures, and templates to improve efficiency.
Contact
Speak with our team
If you are a financial planner seeking a credible, efficient, and cost-effective dealer group, we welcome your enquiry. Contact us by phone, email, or the form below.
+61 411 722 854
info@indextrackingfa.com.au
Level 1, Unit 5, 2-6 Kingsway, Cronulla NSW 2230
AFSL 566193