OUR RELATIONSHIP WITH ALLIANCE WEALTH
We operate a privately owned and run business, and we are not employees of Alliance Wealth.
As your adviser, we strive to provide you with quality advice as well as the personalised service that is usually associated with a small business.
However, Alliance Wealth remains responsible for the quality of advice provided by us under Alliance Wealth’s AFSL. This means Alliance Wealth provides significant support and supervision, with the aim of ensuring you receive quality financial planning advice.
Alliance Wealth requires its Authorised Representatives to complete external assessments and annual training programs to maintain knowledge. As an Authorised Representative, we are also subject to regular reviews from experienced compliance professionals, who assess the quality of our advice.
Alliance Wealth provides extensive resources and dedicated teams to support us, including technical experts in areas such as superannuation and retirement planning.
OUR DEALER GROUP – ALLIANCE WEALTH
A world of integrity, of service and leadership. A world where innovation starts with seeing things differently.
Alliance Wealth’s services power this country’s leading financial advisers so they can empower their clients and help them grow with confidence.
Alliance Wealth is Australia’s leading community of financial advisers. They help build future prosperity for hundreds of thousands of Australians.
It’s a complex area. People face more options, greater choice and higher risk than ever before. They need not just advice, they need trusted quality advice. Non-conflicted, well informed advice that puts their interests first, not those of a large organisation. So that advice – whether it’s buying a house, paying for insurance or planning for retirement – needs to come from professional advisers.
Alliance Wealth’s purpose is developing and supporting financial advisers. They do this by providing world class technology, services, education, on the ground training, and integrated compliance monitoring to help their advisers build strong prosperous businesses focused on meeting clients’ needs.
Their story starts over 25 years ago when Martin Kane started Alliance Finance Corporation Limited in Western Australia in 1991. The company specialised in insurance premium funding and equipment finance. It grew rapidly, quickly establishing a national footprint. In June 2002, it was listed on the Australian Securities Exchange (ASX).
In 2005, Alliance Finance Corporation Limited merged with the Centrepoint Finance Pty Ltd Group to form Centrepoint Alliance. The merged group specialised in finance broking, asset finance and insurance premium funding.
In December 2010 the company acquired 100% of Professional Investment Holdings through a scheme of arrangement. Professional Investment Holdings was one of the largest financial advice networks in Australia and also encompassed licensee services, research, funds management operations, administration platform services, lending and financing services.