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Comply with AFS licence regulation 
 
 

Proud Professional Services
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We are proud leaders in the design and implementation of legal, compliance, human resources and learning solutions - helping financial services and credit intermediaries meet their licensing requirements and maintain professional standards.

Our clients include financial planners, life advisers, funds managers, insurance and mortgage brokers, underwriting agencies and all types of financial product distribution.

We tailor our services to your requirements so that we provide support to suit your needs and budget.
Click here to find out more about Gold Seal - who and how we help 


NEED AN AFS OR CREDIT LICENCE?  Tap into our knowledge and expertise gained from advising hundreds of SME financial services businesses and dealing with ASIC for over 8 years, and our participation on the Business Advisory Committee to ASIC's Licensing Division.

Our expertise reduces the time and effort required to obtain an AFS Licence. Save money, save time and save hassles by using our cost effective solutions:

"Do-It-Yourself" Licensing for straightforward applications. Read more >

"DIY" Margin Lending Licence Variation Kit to apply for a margin lending authorisation.  Read more >

 Credit Compliance and Credit Licensing in-a-box - all mortgage brokers need for Credit Licensing. Read more >

Click here to view complete Calendar. Download Training Registration Form

CURRENT WORKSHOPS 2010

Tier 1 Workshop 16-17 Nov (NSW), 24-25 Nov (VIC), 24-25 Aug, 1-2 Dec (QLD)

Tier 2 Workshop 21 Sept (NSW), 1 Jun, 8 Sept (QLD), 14 Jul, 14 Sept (VIC) 

Responsible Manager MasterClass

The Facts About Insurance Contracts Act : 

Managing Compliance Systems :


Download Services Directory or Training Directory

 

 

 

 

Compliance Helpline and Update Services

Subscribe to our Compliance Helpline and Update Services and get regular updates on the Gold Book and 3-hours of telephone/email support with compliance and risk management enquiries. Click here for more information.
 

Gold Seal eNEWS

IN THE NEWS:  The June edition gives you more information on Premium Funding and the Credit Laws. We also look at the new APRA reporting obligations.
SUBSCRIBE  to our e-Newsletter and keep up-to-date with the latest insurance development.

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