Index Tracking Financial Advice
The low-complexity operating system for modern financial advisers.
Built for ambitious advisers who want cleaner systems, scalable workflows, and evidence-based investing.
Costs
Transparent pricing and inclusions
Our dealer group offer is $1,750 per month excluding GST for advisers earning under $150,000 per annum.
who is this for
Who We’re Built For.
- Advisers with 3–5 years experience
- Advisers frustrated by bloated dealer groups
- Advisers wanting to build their own business
- Advisers focused on client outcomes, not stock picking
- Advisers who value operational simplicity
- Advisers wanting scalable systems and cleaner workflows
Who We’re NOT For.
- want highly complex portfolio construction
- focus on themed stock selection
- require broad APL flexibility
- primarily specialise in SMSFs
- prefer highly customised investment models
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 & auditing
Cleaner workflows and consistent compliance processes designed to reduce operational friction..
Compliance training
Structured compliance systems that reduce operational stress and improve consistency.
CPD access
CPD access via Kaplan to help keep your professional development on track.
Practice development
Frameworks and systems designed to help advisers build scalable businesses.
Built for disciplined, operationally efficient advice
We seek to align with advisers who act in clients’ best interests, match advice to risk profile and product needs, and use efficient investment and platform solutions.
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