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How to register
The registration and onboarding process to partner with us as a registered adviser through your dealer group/licensee takes around four to eight weeks.
Call us on 1300 300 273 to get your registration and onboarding started.
- Licensee and Adviser Registration Agreement signed, outlining arrangements about fees and service.
- Once licensee is approved and registered, adviser registration forms are completed.
- Completion of online product training modules and product quiz (earning 4.5 CPD points)
- Provision of adviser code
- Access to Adviser Services team, Adviser Portal and fee deductions process
- Regular Adviser Distribution Manager visits to update on product changes / service Q&A.