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.
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.
Through the Spark System, you can readily access all of Spark’s integrated support services, including Paraplanning, Administration, Advice vetting and Practice Management solutions.
Discover our full range of services and how we can help you achieve your financial goals.
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