Spark can assist you in exploring options to find the perfect solution, whether it be a referral relationship with a financial advisor, building a joint venture with an established financial planning practice, partnering with a financial adviser, or merging into a proven practice for succession planning. Alternatively, if you have decided that you no longer wish to be on the financial advisor register but still wish to continue on in business and need an Advisor to service your client base, please reach out to us to discuss our Spark Partnerships offer.
We will deliver to you a customised financial services partnership backed up by the strength of Spark, to allow you to find the right option for you.
How Can Spark Help Accountants & Mortgage Brokers?
Spark can provide opportunity to add a financial advice capability or build a client base by partnering with a Spark Advisor, where you will gain access to their infrastructure to grow mutually beneficial outcomes for you and your clients. Become part of our team and experience the backing of Spark Financial Group to grow your firms’ capability.
How Can Spark Help Accountants & Mortgage Brokers?
Spark can provide an opportunity to add a financial advice capability or build a client base by partnering with a Spark financial advisor, where you will gain access to their infrastructure to grow mutually beneficial outcomes for you and your clients. Become part of our team and experience the backing of Spark Financial Group to grow your firm’s capability.
How Can a Spark Partnership Help Financial Planners Seeking a Succession Plan?
Spark can assist with introducing you to an aligned financial advisor to facilitate a merger & acquisition for your practice. This financial partnership ensures that your clients continue to have access to a trusted financial planning service, allowing you to expedite a structured exit from the financial planning industry with the knowledge and confidence that your clients will be looked after.
When you become a member of Spark, you gain access to our extensive scale. With over 80 authorised representatives across Australia and $2 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, 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.
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 that offer volunteering opportunities for our Advisors, their staff and stakeholders to participate in, thus creating a higher level of engagement across your business.
Developed over years and through the collective knowledge of our advisors, Spark’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.
Whether you’re looking for more financial planning referrals or could benefit from the expertise of a Spark financial advisor partnership, a merger might be in your best interest. Each member of our team is backed by a financial advisor licence in Australia, with years of experience in the industry. Reach out to our team of advisers today to find out more about the merging process, and how a Spark solution can help your business.
