WELCOME TO PREMIUM ADVISORY
ABOUT US
Premium Advisory is a privately owned business and holder of an AFSL number 472548 registered since 2015.
Premium Advisory aims to be the boutique non-aligned dealer group of choice for quality advisers. Premium Advisory is for those Advisers who care strongly about their clients. When you join us, we will work together with you to do everything possible to create positive and successful outcomes for your clients. We provide the training, support, and services you require to help you meet the needs of your clients and grow your business.
Premium Advisory offers licencing solutions to Advisers who require the systems and support that enables them look after their clients in the best possible way.
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Being a valued member of Premium Advisory, you will receive all the support and resources you need to provide quality services to your clients
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You maintain the freedom and flexibility of running your own business, with our team supporting you to achieve your individual business goals
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To cater for your level and expertise, we offer a range of authorisations from specialist authorisation to full authorisation.
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We offer a total solution for managing the financial and investment interests of your clients.
OUR SERVICES
Compliance support We have systems and procedures in place to manage all new requirements. Our compliance team is available anytime to answer all your questions.
Direct access to decisions makers and support staff to make things happen
Your enquires are followed up within 24 hours.
Affordable and flexible fees If you are paying more than $2500 per month in dealer fess, then we need to chat.
Commission handling with state of the art, accurate payment systems. We process commission weekly to guarantee your cash flow.
Ongoing CPD training & professional development is provided to support you to stay current and ahead of your game.
Smooth onboarding process and reliable ongoing support. We will do all the transfer for you so there is nothing you need to do.
The benefits of joining Premium Advisory include:
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Not aligned to any institution
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Lead Generation
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Paraplanning
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Joining us made seamless – we take care of all the onboarding and transition administration for you
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Flexible approach to support the type of advice that you deliver
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Investment research
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Ongoing and interesting education options
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Commonsense compliance designed to positively support you achieve operating standards
OUR COMPANY
Premium Advisory was established in 2015 as a quality boutique dealer group for like-minded Financial Planners. Premium Advisory was created by a group of highly experienced advisers with the main purpose of delivering support services to their advisers in a way that they themselves would expect to be supported.
We understand that there is a growing demand for licensees to add real value by helping advisers develop their service offerings and increase their capacity and revenue streams. We provide professional training, ongoing mentoring and marketing tools to assist you to better and more efficiently attract and take care of your clients.
Business development, coaching, flexibility, support, expertise and total commitment to providing you with the support you need to grow your business, are just some of the benefits you’ll enjoy from the Premium Advisory team.
Client Complaint Management Process
What Should You Do If You Have A Complaint?
As the holder of an Australian Financial Services Licence, we must have appropriate measures to solve Disputes (Complaints).
Our process is that any complaint (an expression of dissatisfaction where you – the client expect action and / or a reply) is handled in the following manner:
1. We will acknowledge your complaint within 24 hours of receipt.
2. We will initially investigate your complaint within 5 days of acknowledgement and attempt to resolve the matter to your satisfaction.
3. However in certain more complex situations, to investigate the matter appropriately we may take longer but no longer than 30 days after we received your complaint.
4. If you are not satisfied with our response you are entitled to take your complaint to:
Australian Financial Complaints Authority (AFCA)
GPO Box 3
Melbourne Vic 3001
Email: info@afca.org.au
Website: www.afca.org.au
Phone: 1800 931 678
This is a free service.