Does your Licensee give you the choices you need?

Working with over 400 businesses, we recognise that each business is unique so we've developed an offer to give you a choice of:

• Licensee - allowing you to access four leading Licensees: Apogee Financial Planning, Garvan Financial Planning, Godfrey Pembroke and MLC Financial Planning
• Brand options - you can deliver advice services through your own or a Licensee brand
• Flat-fee service packages -  you can access a range of quality Licensee services, core to running an advice business
• Additional services - helping you to meet your business needs and achieve your vision

We are continually enhancing and evolving our services to better meet the needs of our advice network. Recent enhancements include:

• Financial Planning 9000, a new Quality Management Standard for Financial Planning businesses
• Premium research packages with tailored framework for asset allocation
• SoA templates utilising Incorporation by Reference legislation benefits

A Practice Development Manager will work with you to understand your business priorities and can access a range of state-based and national specialists to help you achieve your goals.

Contact us

If you would like to know more about joining an MLC Licensee, email advice.solutions@mlc.com.au, call (02) 9966 3699 or contact your MLC Representative.