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Showing 1 - 5 of 5 results for "My Dealer Services"

Asendium partners with licensee support firm

KARREN VERGARA  |  WEDNESDAY, 22 SEP 2021
Asendium has joined forces with a licensee support firm that has more than 70 AFS Licensees nationwide. My Dealer Services is using the financial advice technology firm's software to develop compliant advice. Advisers will be able to generate in-house ...

Industry veterans launch dealer group

ALLY SELBY  |  MONDAY, 17 AUG 2020
... advisers." Finchley & Kent has so far partnered with Asendium to provide advisers with digital Fact Finds and my Dealer Services for the day to day running of the dealer group. It has also partnered with SMART Compliance, the brainchild of former Australian ...

Advice industry faces insurance quandary

ALEX BURKE  |  MONDAY, 4 MAY 2015
... services (or specialist, less 'mainstream' investment advice) can become very expensive for independent practices. My Dealer Services business manager Alex Euvrard said: "We have found that an adviser's business model that deviates a little bit from ...

AIOFP members to undertake compliance review

LAURA MILLAN  |  TUESDAY, 12 NOV 2013
... (AIOFP) will be undertaking compliance reviews under a new partnership with two service providers. Argyle and My Dealer Services will be providing the AFSL review service to over 90 independently-owned practices under AIOFP. AIOFP executive director ...

New adviser service speeds up dealer group creation

LAURA MILLAN  |  MONDAY, 30 SEP 2013
... own licence has prompted the partnership of two companies to assist advisers create their own dealer group. My Dealer Services and Libertas Solutions will help advisers to obtain an Australian financial services licence (AFSL) and manage the ongoing ...
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