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About
About us
Who we help
Our process
Portfolio
Services
Insights
Articles
Free guide
Newsletter
Contact
Initial chat
Team profile
Submit the questionnaire below for each team member you wish to feature on your website.
Complete your profile
Company
This field is for validation purposes and should be left unchanged.
Profile details
First name
*
Last name
*
Position
*
Company name
*
Profile headshot
Drop files here or
Select files
Max. file size: 20 MB.
Please upload a headshot image. Please note the image should be a minimum of 900px x 900px, and 72dpi. If you aren't sure if your image meets this requirement, please upload multiple images for us to choose from.
Contact details
Only provide contact details here if you want them to be visible on your profile.
Direct phone number
Post nominals
Calendly booking URL
Do you want to link to any social media accounts?
Yes, please
One day, just not right now
No, thanks
Social media details
LinkedIn URL
Facebook URL
Instagram URL
X (formerly Twitter) URL
YouTube URL
Adviser details
Are you an authorised representative?
*
Yes
No
Authorised representative number
*
Please enter your authorised representative number. Note that your authorised representative number may be different to the authorised representative number for your entity.
Adviser profile
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Select files
Accepted file types: pdf, Max. file size: 20 MB, Max. files: 2.
Please upload your adviser profile. This will be downloadable on your profile page.
Adviser accreditations
Certified Financial Planner (CFP)
FAAA Practitioner / Associate Member (AFP)
FAAA Affiliate Member
Aged Care Steps Accredited Aged Care Professional™
Fellow Chartered Financial Practitioner (FChFP)
SMSF Association Specialist Membership - Single designation
SMSF Association Specialist Membership - Dual designation
SMSF Association Fellow Membership - Single designation
SMSF Association Fellow Membership - Dual designation
CPA Business Management Professional
Certified Financial Planner (CFP) URL
*
FAAA Practitioner / Associate Member (AFP) URL
*
FAAA Affiliate Member URL
*
Profile description
Profile page intro content
*
A short introductory sentence that will sit at the top of the profile page.
Profile page full biography
*
A full biography, typically a few paragraphs. If you wish to include a video within this bio, please include the YouTube or Vimeo URL here.
Favourite quote
A quote that you share often with clients or that guides your work and outlook on life.
Profile page images
Drop files here or
Select files
Max. file size: 20 MB, Max. files: 8.
Please upload any additional images you would like to add e.g. public speaking, community work, sport, family, or pet.
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