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AFSL & Shared Services Solutions

Best Practice Solutions to Take Your Business Further

 

If you hold your own AFS licence or are a practice within another Group, our AFSL and Shared Services businesses provide you with a range of dedicated services built on years of experience. Add immediate scale to your practice by partnering with our proven systems and services enjoyed by many advisors across Australia.

Be Part of a Premier Financial Services Organisation

Spark Financial Group is at the forefront of financial advice, driven by a clear vision and strong values. We understand how sound financial advice can positively impact people’s lives and we can offer you the extra support to do just that.

Beginning in 2018, we have grown exponentially but kept our original values and principles. We have built a community of more than 100 authorised representatives across Australia, managing more than $3.2 billion in funds. And you can be a part of it too by taking advantage of our AFSL Services.

As a shared service’s client, you have access to premium support in onshore paraplanning & and administration, built on sound foundations through the ongoing feedback and support of our Licensed Advisors. Our asset consulting services are led by an experienced Chief Investment Officer in Andrew Coloretti where support can be received in the form of custom solutions to Licensees or a Separately Managed Account.

Services for your AFSL or Practice

You can access the Spark’s comprehensive list of services individually or bundled pricing.

Technology

Spark’s Xplan technology brings together a range of integrations, comprehensive wizards & templates along further capabilities to improve the efficiency of any practice. These include MyProsperity, Voyant, Digital fact find & risk profile, workflows and practice insights reporting.

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Paraplanning

Our onshore paraplanners provide a premium service through their years of experience, and can be added into your practice as a dedicated resource to help deliver simple to comprehensive advice documents, whilst also assisting with advice document generation, modelling, strategy & product analysis.

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Administration

Are you a growing practice that would benefit from admin support, but can’t quite afford 1 to 1 support yet? Free up your time for the important things with our pooled administration services. Our team is available to assist with your practice’s data entry, product research, insurance quoting, implementation and more.

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Virtual Assistant Service

Looking to add a new virtual assistant to your team or transition your current one to a more supportive and transparent arrangement? We have partnered with a Global provider that has multiple offices in several countries.

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Asset Management

Headed up by Chief Investment Officer & Responsible Manager (Australian Financial Services), Andrew Coloretti, with over 30 years’ experience in Asset Management, Financial Services, Corporate Advisory, Venture Capital and Philanthropy. The experience in managing and advising businesses across traditional and alternative investment related industries and a penchant for philanthropy, education and ESG/SRI are his core attributes and strengths.

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How Does Your Practice Measure Up?

Amidst the thick of it, it can be hard to see where your practice is at and the way forward. Complete a free, simple and fast practice health check to see how your practice is faring.

Join Spark and our highly effective team to support you achieve the business goals of your AFSL.

Talk to us today

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