If you hold your own licence or are seeking to become self-licensed, our Licensee services and solutions provide you with the flexibility and choice of dedicated services, access to community and strength through experience. Access immediate scale by tapping into our proven systems and services enjoyed by many advisors across Australia.
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 80 authorised representatives across Australia, managing more than $2 billion in funds. And you can be a part of it too.
As a Community member, you will have access to in-house training sessions, practice development, operations and compliance sessions, quarterly practice management sessions, platform rate card discounts, a private group Facebook page and our annual conference.
You’ve worked hard to get your financial planning practice to this point — let us make the next stages easier. With our advanced CRM and integrated advice document production solutions, you can scale your practice immediately. The only limit is your capacity — let Spark help make your life easier and grow.
Dedicate your valuable time to tasks that make a difference while still achieving high levels of compliance. With our advanced technology stack, you can spend more time providing quality advice and delivering improved value to clients, forging deeper connections.
Efficiently create advice documents using cutting-edge technologies, including wizards, templates, workflows and client engagement tools. These tools form a resilient compliance framework that is complemented by RegTech solutions.
You can assess and choose the most relevant, effective products, always advising for the customer’s best interests. This is because our APL is not aligned to any product manufacturer or asset class. Instead, it is fully graded using Morningstar and Lonsec research and assessed by our experienced investment committee.
When you become part of the Spark Financial Group community, you will have access to a range of practice and professional development resources, including fellow advisors and technical support. You can learn from the experts and your peers, and see what is truly possible.
The Spark Dealer Group is a Profit for Purpose, social business. This means that your dealer fees go towards purpose & impact initiatives chosen by Spark Advisors. We collaborate closely with only a few charities which offer volunteering opportunities for our Advisors, their staff and stakeholders to participate in, thus creating a higher level of engagement across your business.
You can access the Spark System’s comprehensive list of services as a bundle or individually.
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.
