Financial Planner

Why have an increasing number of financial planners joined AFG Financial Planning? We believe we have become one of the top 30 financial planning dealerships in Australia because of our flexible approach, range of support services and a desire to work with our financial planners to help them grow their businesses and provide better advice.

Support
The AFG Financial Planning team has a high level of practice management expertise and hands-on experience within the financial planning industry. Our executive and senior management staff have all been financial planners at one time.

We do not believe in the one-size-fits-all approach to practice management, and work to tailor a proposition that suits your business. Along with the tools developed by AFG Financial Planning, we understand how to work with each business to build a sustainable and profitable practice for you.

For those looking to purchase planning businesses, we can provide both financial and organisational support to practices to seek out and deliver acquisition opportunities.

From a compliance perspective, our focus is on practical compliance solutions, monitoring and training - we provide consistent guidelines and a problem-solving approach.

Systems & research
AFG Financial Planning utilises the latest award-winning financial planning software, via Xplan, to assist with advice preparation, client management and reporting. Working with Xplan, we have developed a solution that we believe meets the needs of our financial planners (and their clients).

Research is via a range of third party providers, including Morningstar and Chant West, and we pride ourselves on being responsive to requests to add quality products to our approved products list.

The key to our approach is our philosophy of working with our aligned financial planning firms.

Australian Finance Group Financial Planning Pty Ltd (ABN 74 099 029 526) holds an Australian Financial Services Licence (No. 247105) issued by the Australian Securities Investments Commission.

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