Specialising in the financial planning industry, we work with newly established and long standing licensees. For compliance to be effective it must be scaled and fit for purpose. We help financial advice licensees to seamlessly integrate compliance into their day to day process, creating efficiencies so they can spend more time with their clients. We offer various services such as AFSL health checks, initial AFSL set up packages including policies, processes, culture and structure, as well as affordable monthly service packages including ongoing compliance support for your advice business.
Company Details
- Employees
- 1
- Founded
- 2021
- Address
- Melbourne, Victoria , Au
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- https://mylicensee.com.au
- Keywords
- Financial Planning, AFSL, Compliance, Risk Management, Consultancy, Insurance, Investment, Fintech, Regulation, Financial Advice, Superannuation, Business, Self licensed, Licensee, Financial Services, corporate governance, risk management.
- HQ
- Melbourne, Victoria
- Competitors
- ACM Fund, 268 Fund, ACMFinance.com, LogicGate, ORDE Financial, 3Lines.
My Licensee Questions
My Licensee's website is https://mylicensee.com.au
My Licensee's LinkedIn profile is https://au.linkedin.com/company/my-licensee
My Licensee has
1 employees.
View email and phone details for 1
employees at My Licensee.
My Licensee's industry is
Financial Services
My Licensee's top competitors are
Acm Fund,
268 Fund,
Acmfinance.com,
Logicgate,
Orde Financial,
3lines.
My Licensee's categories are Financial Services
My Licensee's founding year is 2021
