One aspect we consistently highlight is the sense of community that comes with being a licensee. But what does that truly entail?

This year, we celebrate the 25th anniversary of our AFSL journey, with community-building remaining a central focus for our advisers. Many AFSLs talk about community, but the question arises: when does it truly shine?

Is it when everything falls apart? Over the past 25 years, we’ve faced challenging times, including instances where advisers in sole practices grappled with mental health issues, necessitating a temporary step back from advising. Unfortunately, we’ve also experienced the heartbreaking loss of owners of advice businesses.

In each case, we were able to 

  • Arrange for locums to step in and maintain the client base, preserving the value for the families until the advisers could return to the firm or make decisions about the future.
  •  In situations where advisers have passed away, we not only safeguarded the value of the firm but also actively assisted in the sale, ensuring the financial security of the family.

 In recent years, we’ve witnessed the emergence of the self-licensed model, particularly in one-person firms. While many are diligently working on succession plans, there’s often a tendency to overlook what might happen in case of unforeseen circumstances.

The true strength of our AFSL lies in the supportive community it offers, especially during times of crisis.


If you’re curious to learn more about our community and the support we provide, please feel free to call us on (07) 3018 0400 or email