Centrepoint Alliance

Staying profitable is a fundamental pillar of a business's success. However, the true costs often go unseen. Our Business Profitability Model (BPM) equips advisers with insights to understand the cost and profitability drivers within your practice. Whether you're looking to scale or streamline operations, BPM's data-driven approach offers the clarity to make smarter, growth-focused decisions. Have you looked at your financials via our BPM tool? Our Advice Solutions team is here to guide you every step of the way, helping you navigate a smooth path to effective scaling. Interested in learning more? Schedule a discussion today 🔗 https://bit.ly/4fD3cMl #centrepointalliance #licenseeservices #businessprofitabilitymodel #financialadvice

Running a successful practice requires more than just skills - it requires vision, strategy, and the right guidance. Meet Maree, our Regional Manager for WA. With over two decades in financial services and specialised experience in business coaching, Maree has spent most of her career helping advisers streamline their processes, improve efficiency, and drive growth. She gets it. Managing the business side of financial advice often pulls you away from what you love - helping clients. That's why Maree is passionate about ensuring advisers like you can focus on what matters most while still building a sustainable and profitable business. Discover how Maree and our team can make a difference in your practice 🔗 https://bit.ly/4hCEm0Y #centrepointalliance #licenseeservices #financialadviser #afsl

Please join us in welcoming Sally Kolbig of Tailored Private Wealth to our community! Sally brings a wealth of experience and expertise servicing Adelaide. We are thrilled to have her on board! 🎉 #Welcome #CentrepointAlliance #Community #LicenseeServices #FinancialAdvice

Choosing the right licensee can be the catalyst needed for an advice practice to truly flourish. Centrepoint Alliance has been the preferred choice for advisers across Australia for two consecutive years, thanks to our comprehensive support model, in-house expertise, and industry-leading advice technology platform. Our flexible approach allows you to operate under our licence or as a self-licensed business with the benefit of our extensive compliance, training, and practice development services. As an ASX-listed company, we’re committed to transparency and quality and helping you access the best rates in the market. Find out what sets us apart in the financial advice community - talk to your Regional Manager 🔗 https://bit.ly/4fD3cMl #centrepointalliance #licenseeservices #financialadvice #afsl #xplan

Making a move from a traditional revenue split model can be daunting, but when you have a supportive network, it’s a game-changer. After joining Alliance Wealth, Mankit Tsang from Tandem Financial was met with a warm welcome and the ongoing support he needed to thrive. “The onboarding process was as smooth as could be expected, and I felt embraced by everyone at every level. Running a small advice business is challenging, but thanks to Alliance Wealth and especially Elaine, I feel backed by a network that genuinely cares.” See why advisers like Mankit are glad they made the switch 🔗 https://bit.ly/3YSoT5i #centrepointalliance #licenseeservices #financialadvice #alliancewealth

We are excited to deepen the relationship between Centrepoint and Morningstar by adding AdviserLogic as a new advice software option for Centrepoint licensee practices. Read more about our relationship and what it means for advisers here 👉🏻 https://bit.ly/4hPJhvm

Supporting advice firms to grow isn’t just about having the right tools. It’s about giving them the confidence to lead and succeed in any market. We’re proud to work with over 550 advisers across Australia - as Authorised Representatives under our AFSL and self-licensed professionals looking for business support. Whether you’re an established, self-licenced firm seeking licensee services or an adviser looking to transition to a new AR model, we provide an extensive range of options and services. Interested in joining a community of high-calibre professionals? Explore our opportunities and discover how the Centrepoint Alliance group can help you grow 🔗 https://bit.ly/3UGMXpn #centrepointalliance #licenseeservices #afsl #financialadviser

Helping advisers succeed in an ever-evolving industry requires more than experience. It takes a deep understanding of the unique challenges you face every day. With over 23 years in financial services, Cameron Cogle is our General Manager of Licensee Growth and Account Management. His mission is simple - empower advisers to deliver the best outcomes for clients. With a deep understanding of practice management and governance, Cameron has helped to transform advice practices nationwide. Cameron's extensive industry experience has equipped him with the skillset to support advisers in achieving their full potential. Learn more about Cameron and our team here 🔗 https://bit.ly/4ehnNoc #centrepointalliance #licenseeservices #financialadvice #centrepointfinance #financialadviser

Do you regularly review your licensee's performance? Probably not. Many advice firms stick with the same provider without reassessing whether they're still the right fit. If it's been a while since you last evaluated your licensee, it might be time to take a closer look at some key factors: 👉 Do their values still align with your firm's direction? 👉 Are they committed to the evolving value of advice? 👉 What kind of business support and growth opportunities are available? 👉 How strong is their adviser community? To guide you through this process, we've created a free resource covering essential considerations when choosing a licensee. Download '5 Things to Consider Before Joining a Licensee' 🔗 https://bit.ly/3NxDjS7 #centrepointalliance #licenseeservices #afsl

No matter who you work with - Glenn in NSW, Maree in WA, or Simon in QLD - you’re tapping into the knowledge and experience of our entire Advice Solutions team. With decades in the industry, our team is dedicated to helping your advice firm overcome the challenges of compliance, recruitment, technology, and day-to-day business operations. We're ready to support your business goals, ensuring you stay ahead in an ever-changing market. If you’re ready to tackle big goals in 2025, schedule a discussion and explore how we can help you thrive. Learn more 🔗 https://bit.ly/3UhRbUe #centrepointalliance #licenseeservices #financialadvice #businessgoals