Licensee Select latest news

Licensee Select – allows advisers to choose solutions based on their business needs

Licensee Select caters for the unique needs of licensee businesses, their advisers and staff by delivering services based within three categories.

Foundation
  • essential solutions that are automatically included in the offer
Optional integrated
  • advisers choose from a range of integrated solutions separately or as a package
Optional non-integrated
  • third party provided solutions that advisers choose separately or as a package

Advisers can also select tailored packages.

"Licensee Select means advisers only access those dealer services they need - and only pay for those services they use," said Neil Younger, Head of Advice, Business Solutions, Dealer Groups.

With Licensee Select advisers can select individual solutions from nine services.

  • Compliance consulting
  • Technical consulting
  • Research
  • Advice specialisation (insurance and debt)
  • Advice tools
  • Marketing support
  • Practice development
  • Commission collection
  • Professional Indemnity cover

“We have a proven track record in running our own AFS Licence for the Securitor business, and providing quality services that meet the individual needs of advisers,” he said.

“Licensee Select further supports our ongoing efforts to grow adviser numbers and promote the value of advice.”

This new offer complements the broad range of BT Financial Group’s adviser services, which includes Securitor Financial Group, Magnitude Financial Group, St. George Bank Financial Planning and Westpac Financial Planning.

The offer was first launched in 2000 as Dealer to Dealer services with a single client and has grown to 68 licensees, with over 400 Authorised Representatives.