“This award recognises the financial planning Licensee that has created the most effective business from the start-up phase. Based on business growth metrics and the support of individual advisers, the award considers the activities, strategies and actions of the group in terms of adviser recruitment and retention, as well as the success of individual advisers in supporting the group’s overall growth and development”
AAN is our license, which we started in March 2015, as part of our strategy to retain an advice business that is not aligned with any bank, financial product manufacturer or institution. The license provides our framework for providing personal financial advice, both by meeting all our regulatory requirements and also protecting you through the training, monitoring and supervision of our advisers. Sixteen months in, we believe this is recognition of the quality of the license we have built and it’s achievement of its primary goal which is a license that truly demonstrates its independence.
Thank you to all our clients for their patience through this transition and hopefully, this endorsement by the IFA will give you additional comfort that we are on the right track.
CEO Australian Advice Network