Client Types
We are pleased to offer our services to a wide range of financial services organisations who see value in working with the Financial Advice Centre to offer objective, professional and compliant advice to their customers, members and/or clients:
- Superannuation Funds – Industry, Corporate or Public Sector
- Superannuation Fund Managers
- Banks
- Credit Unions
- Property Groups
- Insurance Companies
- Financial Planning Organisations
- Credit Card companies

Services
The Financial Advice Centre is your answer to the challenge of offering a more scalable and accessible advice service to your customers, members or clients. As your outsource partner we can:
• Answer calls in your name (or the name that you choose subject to the necessary disclosures and regulatory obligations)
• Operate under our Australian Financial Services License
• Provide advice on your own products, platforms and services (subject to the necessary disclosures and regulatory obligations)
• Refer higher value callers to your chosen advisers for a more personal service
• Provide you with regular reports on activity and results
• Provide advice on products and services that fall outside the scope of your normal activities (e.g. estate planning, protection, tax queries etc.
• Run highly engaging and motivational educational seminars to raise levels of understanding, interest, motivation and empowerment.