Your first point of contact to help you:
- Schedule and confirm your appointment.
- Update your personal and contact details when they change and assist you in notifying your product providers.
- Process your application form and notify you of their progress.
- General information and assistance with your enquiries.
- General back office and administration services.
To provide you with efficient, effective and exceptional advice and service, we are supported by the following organisations:
- Research on investment products primarily provided by Van Eyk
- Advice support for risk insurance products is supplemented by The Risk Store (www.theriskstore.com.au)
- Ongoing Education provided by Associated Advisory Practices (www.aapgroup.com.au)
- Wrap Account Limited (AssetChoice and AssetLink products) Support and Service provided by IOOF (www.ioof.com.au)
- Technical analysis of risk insurance products, financial Advice Software Service and Support provided by Midwinter Financial Services (www.midwinter.com.au)
- Legal Research provided by Law Central (www.lawcentral.com.au)
- Professional Education and Training and Continuing Professional Development supplemented by Kaplan Professional (www.kaplanprofessional.edu.au), The Association of Financial Advisers (www.afa.asn.au) and FINSIA (www.finsia.com).