Scale
No matter your starting point, the Spark System promotes immediate scale to a practice with its advanced CRM and integrated advice document production solutions. With Spark, you can achieve growth you never thought possible.
As a Spark Advisor, you will have access to a supportive work culture, receive premium service, and be provided with innovative services.
The world of financial planning has changed. And Spark Advisors has emerged as a market leader, with a clear vision of what it means to offer financial advice, today and tomorrow.
Established in 2018 as a boutique dealer group, Spark Advisors has experienced significant growth but has remained true to its values and principles. We now have more than 80 authorised representatives across Australia, managing close to $1 billion in funds.
As progressive innovators, Spark Advisor’s ultimate aim is to positively impact people’s lives. Whether you’re wanting to start your first financial planning practice or grow your existing practice, Spark offers a supportive, structured ecosystem to do so. With a host of services available, a commitment to delivering advice based on best interests only and a community of like-minded professionals, Spark is where you can achieve your dream and more.
Integral to Spark’s philosophy is remaining a pure service-based organisation built on a foundation of knowledge and experience. The Spark System is a series of processes that enables financial planners to create and implement advice with high levels of compliance and efficiency.
No matter your starting point, the Spark System promotes immediate scale to a practice with its advanced CRM and integrated advice document production solutions. With Spark, you can achieve growth you never thought possible.
Thanks to Spark’s advanced technology stack, you will spend less time on low-value tasks whilst ensuring high levels of compliance. You can dedicate yourself to providing quality advice and further connecting with clients to deliver more value.
Spark Advisors enjoy market-leading technology solutions, including wizards, templates, workflows and client engagement tools for efficient creation of Advice documents and a strong Compliance framework underpinned by RegTech solutions.
Spark Advisors have a broad and research-backed APL which is not aligned to any product manufacturer or asset class, giving Advisors the solutions they need to meet their Best Interest Duty requirements. Our approved list is fully graded using Morningstar and Lonsec research and is overseen by our experienced investment committee.
Growth should not be limited to your business. At Spark, you will have access to growth opportunities continuously, as well as access to a like-minded community of advisors, technical support and internal expertise, to assist you in all aspects of practice development.
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.
Through the Spark System, you can readily access all of Spark’s integrated support services, including Paraplanning, Administration, Advice vetting and Practice Management solutions.
Designed to simplify day-to-day practice operation and improve overall performance, the Spark System is a comprehensive combination of solutions working in harmony that delivers superior results to our Practices. Access all the tools, services and capabilities you need to increase the performance of your practice.
Spark’s onshore paraplanners will ensure your advice is fully compliant, providing a premium advice document generation service, along with modelling, scenario scoping, and asset allocation and product analysis.
Spark mandates high standards of compliance — that is why we have designed a market-leading framework to monitor and supervise our Advice using marketing-leading technology. Our Compliance team closely analyses all advice files, supporting Spark Advisors with coaching to improve the overall quality of their Advice.
Seeking constant improvement is Spark’s mantra and at the heart of how we develop our practices. We work with each practice on a one-to-one basis, understanding their needs and by harnessing the strength of the Group and the Know-How obtained from our Advisor community, we drive outcomes to improve practice performance.
Continue to grow your practice without being held back by administrative work. Outsource to our experienced back-office team. They can assist with data entry, researching products, modelling and product comparisons.
We support our Partners with dedicated reporting, covering revenue, time to completion and conversions, whilst meeting monthly to discuss performance.
Discover our full range of services and how we can help you achieve your financial goals.
What our clients say.
Spark put advisors first and place a high importance around supporting us, ensuring we are up to date with all the changes in our industry. Spark have a fantastic team with a world of knowledge, assisting us to become better advisors improving the financial advice we provide clients. As a new business, joining Spark helped make the transition from employee a lot easier. I don't think there are many licensees that are as hands on as Spark are, keep up the great workChris Smith
2 years in with Spark, and their efforts have reaffirmed that I have made the right decision. The tools being introduced are going a long way to supporting our advice process and ensuring we have robust systems and processes. I would recommend them to anyone looking for a licensee.Simran Dhillon
Its great to be a part of Spark financial advisors Group. Working in the financial planning space since 2008 I can say with confidence that Spark is one of the most progressive dealer group by far. Its technology suite, robust compliance process and great leadership team led by Arthur Kallos, Shane Belinda and Charlie can be a great asset to any adviser practice. Onward and upwards...!!Abhay Kapoor
Joining Spark Financial Group as an Authorised Representative has proven to be one of the best decisions I have made. Arthur and the team are incredible, the support and guidance provided is highly valuable and the technology provided will greatly improve any business that decides to join Spark. Highly recommendMathew Honey
We (HH Wealth) have more recently joined Spark Financial Group as an Authorised Rep. Arthur and the team have been absolutely fantastic. The wealth of knowledge and wiliness to provide support and guidance is unmatchable. Our business has benefited significantly already. The fee structure is extremely competitive and the support to cost ratio is excellent. I would highly recommend Spark FG as a licensee, couldn't be happier!Christopher Holme
I've been with Spark Advisory since starting my business. The team has always provided great support to myself and always ensures that my queries are taken care of. Arthur has been like a mentor to me and assisted me in a number of business decisions. The support has really helped in growing my business with systems, processes and compliance. I would recommend this group to anyone starting their own business or not getting the right assistance from their current licensee.Ron P
Spark ticked all the boxes on my Dealer Group wish list. They are pro-active(a big advantage in our current environment), quick to respond to queries, have robust systems and well documented procedures and they take advantage of available technology without being prescriptive. A big plus is that Arthur is hands on, knows what's happening on the ground, understands the day-to-day demands we face and is always prepared to explore potential solutions.Hamish Thomson
By far the best dealer group experience I have had! After working as an adviser for over 10 years, I have endured some pretty terrible licensees. Lack of support, not returning phone calls, over promising and under-delivering. My experience with Spark and Arthur have been completely different. Arthur and the team have made it clear since day one that they are available to support us at anytime and this has been backed up by consistent action at every single stage.Jackson Millan (The Wealth Advisor)
I’ve been with the Spark licence for nearly a year now, and they are an absolute joy to work with. Where I have found the biggest difference is their approach to the businesses they support. They have a key focus to help drive my practices’ growth, and back this up by providing me with the tools and support to do just that. I simply work on my own business, knowing Spark has my back. I can thoroughly recommend Spark as a licensee.Lincoln Haugh