To take up the adviser website offer, please fill in the below sign up form. Please note the form will take approximately 15-30 minutes to complete.
Don't pay until you've done your part. Whilst this might seem extensive, it's work you'll have to do anyways and we'll work better if you do it upfront. We also know how easy it is to get pulled away in advice, and we don't want to have work that you've paid for sitting there unused because we're waiting on some details.
Save and continue later. If you need to, you can choose to save the form and continue later. For longer content, it may be prudent to complete it in Word and pasting it in here once ready. It's recommended to try and complete it in one session where possible.
If you are transitioning licensee we've some fields which are mandatory that you may not be able to complete. To progress, feel free to use placeholder values (eg: AFSL # of '111111'). Don't worry, it all gets reviewed by humans and we'll ask if something looks amiss.
Need help? Have questions before you get started?
If you have any questions give us a call, we'd be happy to discuss our process and the offering in more detail.