LaVista Licensee Solutions
Financial Services - Sydney, New South Wales, Australia
LaVista Licensee Solutions Employees
LaVista Licensee Solutions Details
Whether you have an AFSL or are looking to apply, we can provide the flexibility, control and support to keep you compliant and profitable.Want to spend more time with clients?Managing your AFSL shouldn't mean less time with your clients. If you want a partner who will assist you to keep on top of your obligations as a Responsible Manager and help you to manage your day to day compliance, advice and monitoring, LaVista Licensee Solutions can help.We offer comprehensive licensing services that you can select to suit your unique needs, circumstances and budget. We can take the pressure off you and your staff, leaving you more time with clients. And let's face it, that's what it's all about."LaVista gives me more time in the practice, rather than on it. Choosing the right licensee provider is one of the biggest decisions you will make. Liz and I looked at other licensee service providers with more history and experience but ultimately, we chose LaVista. It largely came down to the attitude of Mike and his team. Their "we will just do it" attitude was refreshing. Nothing was too hard."Ashley HannWhat can we offer?Having your own licence means having the freedom to run your own business model, but it also comes with a raft of new obligations which can take you away from growing your business. We can provide you with the practical tools you need for your AFSL, so you have more time to focus on helping clients.Our foundation licensee services package gives you the most commonly needed AFSL tools, and you can upgrade with extension services for maximum efficiency. We can help you with:• Responsible Manager training• Customisable advice documents; fact finds, risk profiling questionnaires, SoA and RoA templates• Customisable compliance frameworks, manuals and policies• Investment Research for approved product lists• Audit services for monitoring of AR's• Professional developmentContact us to find out more 📞
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