Create your legacy today with Spark Financial Group.

Spark Partnerships

Together, we can build stronger businesses, empower your people, and create brighter financial futures for everyone.

Spark Partnerships

What It Means to Have a Spark in Your Corner

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.

Founded in 2018 by Arthur Kallos, Spark Group has today become one of Australia’s largest privately owned financial services groups, with over $3.5B in funds under management and over 100 authorised & credit representatives servicing over 30,000 customers. Arthur is the Founder and majority shareholder of Spark Group entities

How Can Spark Help Accountants & Mortgage Brokers?

Building on our proven track record, Spark partners with accountants and mortgage brokers to integrate a high-quality financial planning capability into their busines

Wealth Management

Spark has a proprietary, multi-faceted wealth management firm, Spark Wealth Management Pty Ltd, delivering advice in the following areas: Financial Planning, Home Loans & Finance, Accounting & Tax, and Investment Management. Founded in 2018, its financial planning business, Spark Advisory, provides personal financial advice to hundreds of consumers in Melbourne, Sydney, Brisbane, Hobart & Adelaide. The business partners with mortgage brokers and accountants to strategically add a financial planning capability to their business.

Partnership Benefits

Spark delivers meaningful growth opportunities for partners, with client expansion, stronger retention, and the development of a growing, recurring income stream. The group services more than 300 ongoing advice clients through its holistic financial advice channel while also supporting around 500 insurance clients via its insurance adviser network and client services team. Every engagement meets regulatory, professional, and education requirements, reinforced by Spark Financial Group’s rigorous compliance standards.

Leverage of Shared Services

Spark Advisory leverages the plentiful capacity provided by Spark Shared Services, our proprietary owned outsourcing business, proving Paraplanning and Administration support. These capabilities work closely together daily, equipping Spark Advisory with the ability service the needs of its joint venture partners & their clients. With this scale, our joint venture partners have confidence that their valued clients’ financial planning needs will be looked after.

Workplace Financial Wellbeing Program

At Spark we believe financial wellbeing is the foundation of personal and professional success. That’s why we offer workplace programs that help your employees feel supported, empowered, and less stressed about their finances.

What’s Included?

- Interactive financial wellbeing workshops
- Private one-on-one advice sessions
- Expert support with super, insurance, home loans, accounting and tax

Delivered on-site or virtually, with a partially subsidised model that makes it easy to implement, and easy for your people to participate.

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The Benefits for Your Business

Financial confidence at work drives better performance. When your team feels supported with their money, it leads to lasting benefits for your business:

- Increased productivity
- Reduced employee stress
- Higher retention and engagement
- Stronger employer brand

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Trusted by Australian Employers

Based in Melbourne and supported by a national footprint of experts, Spark is your partner in building confident, financially secure teams. We bring deep expertise across planning, lending, insurance, and accounting, with a people-first approach that drives results.

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

Talk to us today

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