If you have decided that you no longer wish to be on the financial advisor register but still wish to continue in business, and thus need an Advisor to service your client base, please reach out to us to discuss the options our Spark Partnerships offer.
We will deliver to you a dedicated and experienced Advisory and Client Services team, backed up by the strength of services delivered through Spark Financial Group, to allow you to continue on in business and grow your book of clients.
How Can Spark Private Wealth and Advisory Help You?
Embrace the opportunity of a lifetime and partner with Spark Private Wealth and Advisory. By working with us, you will gain access to all the premium services and supportive work culture that our Spark Advisors enjoy, along with additional benefits. Become part of our team and experience the positive impact that our advanced, well-developed services can have on you, your practice and your customers.
Additionally, we can assist with the reassignment or referral of your client base. This ensures that they continue to have access to a trusted financial planning service, allowing for you to facilitate relationship management or exit the financial planning industry.
To find success and steady advancement, well-defined and comprehensive processes are required to ensure high levels of compliance and efficiency. Together, these are known as the Spark System.
When you become a member of Spark Private Wealth and Advisory, you gain access to our extensive scale. With over 80 authorised representatives across Australia and $1 billion in funds under management, you can practice at an advanced level immediately.
Maximise your productivity and focus on providing quality advice to clients, strengthening their trust in you and Spark, thanks to our technology stack. Along with reducing the time required for low-value tasks, our innovative technology solutions are designed to ensure high levels of compliance.
When you work with us, you’ll have an assortment of top-tier technologies at your disposal, including wizards, templates, workflows and client engagement tools. With this strong technology you can efficiently create advice documents while adhering to our resilient compliance framework backed by RegTech solutions.
Partnering with Spark does not mean aligning with any product manufacturer or asset class. We aim to meet our Best Interest Duty requirements — that’s why our APL is thoroughly researched and fully graded using Morningstar and Lonsec. Additionally, our experienced investment committee oversees the management and growth of our APL.
As part of Spark Private Wealth and Advisory, you will be working closely with experienced and leading individuals within Australia’s financial planning industry. We encourage you to take advantage of these opportunities for professional growth for yourself and how you run your practice.
Developed over years and through the collective knowledge of our advisors, Spark Private Wealth and Advisory’s methods are guaranteed to enable you to provide compliant and efficient advice, and focus on the aspects of financial planning that you are most passionate about.
