The leading community for self-licensed businesses.
The community draws its strength from 3 key pillars:
Community
- Like-minded, professional self-licensed businesses.
- A highly experienced team dedicated to supporting the community.
- Industry and peer insights to the unique challenges and opportunities facing self-licensed businesses.
- A dedicated Advisory Council providing guidance and support for the continuous improvement of our offer.
Governance
- Comprehensive professional support to help you in managing your licence.
- A highly experienced governance team.
- Responsible Manager forums that assist you in understanding your licensee obligations and responding to legislative and regulatory change.
- Responsible Manager and best practice training, development and updates.
Scale
- Leveraging the collective knowledge of our community to connect you with best practice ideas and selected Business Partners.
- The strength of a team that have been across the advice profession for over 100 years collectively.
- Access to selected Business Partner solutions.
Community
- Like-minded, professional
self-licensed businesses. - A highly experienced team dedicated to supporting the community
- Industry and peer insights to the unique challenges and opportunities facing self-licensed businesses.
- A dedicated Advisory Council providing guidance and support for the continuous improvement of our offer.
Governance
- Comprehensive professional support to help you in managing your license.
- A highly experienced governance team
- Responsible Manager forums that assist you in understanding your licensee obligations and responding to legislative and regulatory change.
- Responsible Manager and best practice training, development and updates.
Scale
- Leveraging the collective knowledge of our community to connect you with best practice ideas and selected third party providers.
- The strength of a team that have been across the advice profession for over 100 years collectively.
- Access to selected third party solutions at negotiated pricing.
Joining The Principals’ Community entitles you to an exclusive suite of services
Quality
without
compromise.
High achieving wealth management businesses running their own AFSL.
A willingness to actively participate in a community that shares and learns from best practice.
Strong
compliance
culture.
Robust compliance standards and frameworks.
Active engagement with our Responsible Manager support model.
Network
and
cultural fit.
A desire to be part of a peer-led, professional and innovative community.
Alignment to the cultural attributes of our community of principals.
