People who care, working with people who care.

The Financial services industry has been through so many changes, but this is the biggest yet.  There will be many advisers who will leave the industry because they don’t want to undertake the FASEA exam or Grad dip, or who don’t pass the FASEA Exam.

WHAT TYPES OF ADVISERS WILL JOIN AFAN?

SENIOR RISK ADVISERS

Risk advisers who have been around for thirty or so years who are not ready to leave the financial services industry yet but they don’t want to do the FASEA exam, or perhaps will struggle to successfully complete the exam.

These are very good risk advisers who have great relationships with their clients and enjoy adding value to help keep their client’s assets protected as their risk adviser.

YOUNGER RISK ADVISERS

Younger risk advisers, particularly sole practitioners who are building their business but finding the costs to do so incredibly challenging.  As many licensees are drawing a line in the sand to say you must achieve a certain amount of revenue to make their practice viable.

The increase in costs and compliance burden is making it difficult for many advisers.

If you are an adviser who works to achieve great outcomes for your client and would like to remain in the financial services industry on your own terms, come and talk to the team at AFAN.

Ready to find out more?

Get in touch with us today