Advice Model
To help keep risk and compliance costs down, we seek to align
advisers who operate in the best interests of their clients through a disciplined, low-cost advice model.
Preferred fit
We are seeking advisers who:
1) use diversified index-tracking investments such as Vanguard
managed funds or SMAs to meet the client’s risk profile and asset allocation
2) use low-cost platforms such as Hub24 Discover, BT Panorama
Focus, or Vanguard Super to access those investment options
3) use a wide range of insurers to match the right terms and
premium to the client’s needs
4) focus on super accumulation clients, and
5) do not focus on SMSFs and stocks/ETFs.