Create your legacy today with Spark Financial Group.

Partner With Spark

Revitalise your practice and renew your passion for financial planning with Spark Private Wealth and Advisory. You can merge, partner or refer with Spark!

FP Partnership Solutions

What It Means to Have a Spark in Your Corner

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.

The Spark System

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.

Scale

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.

Productivity

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.

Advice Architecture

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.

Research

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.

Know How

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.

Discover Spark’s Methods

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.

Technology

Spark’s technology solutions seamlessly integrate with our practice management methods to ensure high-quality results and performance, from day-to-day operation to long-term success.

Read More

Paraplanning

Compliance is vital to Spark and our paraplanning services help to ensure all advice provided is compliant. Our onshore paraplanners achieve this through advice document generation, modelling, scenario scoping, asset allocation and product analysis.

Read More

Compliance

Along with our paraplanning services, our Compliance team uses leading technology to analyse all advice files to ensure our high standards for compliance are met. Additionally, our advisors can access coaching to improve the quality of their advice.

Read More

Client Services

As a partner, your practice benefits from Spark Private Wealth and Advisory’s client services team, delivering multiple solutions, including implementation, centralised task management and workflows.

Read More

Stakeholder Management

We support our Partners with dedicated reporting, covering revenue, time to completion and conversions, whilst meeting monthly to discuss performance.

Read More

Talk to Spark Private Wealth and Advisory now to discover how our joint venture options can benefit you and your practice.

Talk to us today

Download your below