• (07) 3018 0400
  • info@futuro.com.au
  • Level 6, 200 Creek St, Brisbane QLD 4001

Futuro – Your Port in the Storm

Futuro – Your Port in the Storm

A change of licensee is an opportunity to align yourself with a partner who understands and compliments your business philosophies.

The rate of change in our industry has made the licensee selection process very challenging. The basis once used to choose an AFSL is no longer relevant. Today it has become vitally important to clearly understand the type of support you need from your dealer, and then be confident they can deliver on their promises. To help you feel confident you have considered all the key elements with your search, Futuro have developed an unbiased “Due Diligence Check List”. If you feel this might be of help, call us. We understand the cost to your business to change licensee’s, with this in mind we have developed a customised offering for Westpac affiliated licensee’s.

Futuro is 100% privately owned with its 3 working directors having 80 years of collective experience in the financial planning industry.

Futuro has a 20-year unblemished compliance history and enjoys close relationships with its stakeholders. As a dealer we are in demand, despite this we are selective with who joins our community. Futuro owns one of the most stable national networks of advisors.

Experience has shown there are seven key issues that we feel should be at the forefront of decision making around any licensee evaluation process.

  • Market Reputation of the Licensee and Senior Management
  • Business Agreements and termination clauses
  • Support to manage and mitigate risks
  • An extensive and agnostic APL
  • Support to manage and mitigate risks
  • Cultural compatibility
  • A relationship that delivers real value to both parties

Call us now for a confidential chat.

QLD and VIC – Dennis Bashford 07 3018 0400
NSW & ACT – Glenn Loadsman 0414 184 048
SA & WA – Manoj Pillai 0411 131 583
or email info@futuro.com.au