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Partner With Us
We place a large emphasis on consistently delivering a professional client-focused service and seek the input of our team on how we can continue to be leaders in the market.
As trusted financial advisors, we are industry leaders and recognised as experts in our field.
Bellwether is open to new partnerships with like-minded businesses and experienced, financial planning representatives who are aligned with our values and ethics, to join our growing business.
As a fixed cost service with variable options and additions available, Bellwether Authorised Representatives can be confident they’re joining an experienced financial services business with smart commercial compliance processes and procedures, and proactively responsive to the market.
Corporate Authorised Representative Inclusions
Fixed Fee
- AFSL licence to trade under.
- Fixed fee payable monthly.
- No percentage linked to revenue.
Office Integration
- Office onboarding.
- Staff training.
Brokerage Payments
- RCTI’s run and brokerage paid weekly via Paylogic.
- Paylogic is fully integrated with advisor Logic allowing easy and quick production of Fee Disclosure Statements and Opt-Ins.
Operating Systems, Processes and Resources. Access to Bellwether’s:
- Authorised product list, research and model portfolios.
- Operating systems and processes including easy to use workflows, templates and tasks via advisor Logic.
Compliance
- Full comprehensive compliance framework.
- Regular compliance audits.
Branding and Marketing
- Quality branded materials with style guides.
- Custom advisor profile on Bellwether website.
- Client access to Bellwether Online.
- Monthly client newsletters.
- Client access to Knowledge Centre.
Sub Authorised Representative Inclusions
- Professional Indemnity Insurance (excess applies).
- Mentoring.
- Support and advice from experienced executive team.
- Kaplan registration.
- ASIC and TASA levy.
Variable Costs You Pay
- Paraplanning.
- Professional memberships.
- Educational costs.
Optional Extras
- Fully serviced office with experienced back-office support.
In addition to all the Bellwether Authorised Representative Benefits, representatives will be provided with a high level of support adding value to their operations, helping improve professional performance and risk management in a cost effective and efficient manner.
At Bellwether we believe in work life balance, therefore we offer support staff to oversee your clients’ needs and a qualified authorised representative to assist with client queries and advice while you are on leave, so you can enjoy an uninterrupted break.
To find out more and to register your interest in working with Bellwether please get in touch.