Adviser Licensee

Why choose The Complete Planner Pty Ltd?

We are a privately owned, Melbourne based, boutique financial planning dealer group, operated by advisers for advisers.

The Complete Planner Pty Ltd provides experienced financial advisers with the ability to operate their own business.

Our accredited authorised representatives provide quality financial advice to a broad range of clients, including small business, trustees of self-managed superannuation funds and individuals seeking to improve their financial position and security for their families.

We are not owned by a bank, financial institution or a product provider, so you have the freedom to choose the provider of your choice with our guidance.

Becoming an authorised representative of The Complete Planner Pty Ltd means you have the freedom to be creative and embrace your own ways of working.

Enjoy the flexibility to work for yourself and be free to focus on growing your business.
The Complete Planner Pty Ltd provides you with the support of an established business structure:

  • Direct, real time access to experienced compliance professionals
  • Strategic alliance with paraplanning businesses that will support you with technical expertise and strategic know-how
  • Continuing Professional Development (CPD) program to meet your ongoing industry membership requirements
  • The ability to engage with a professional network of your peers, helping you to avoid the isolation of working in your own business
  • Reliable commission administration including supporting statements

Click here to contact us for a confidential discussion. A competitive fee structure can be established to suit your business style.