Member Portal

Have you ever wanted to run your practice your way, but always thought it unachievable?

At My Dealer Services we help advisors become self-licensed and then provide the compliance, business support and community of a dealer group, without the constraints or conflicts.

With over a decade of experience managing applications, servicing a nationwide client base and having helped over 350 licensees with their AFSL / ACL you can be confident we know what we are doing.

Learn more about membership

Services

Testimonials

"Excellent (licensing experience). Alex told me exactly what to expect. He completed within the estimated time frames and gave me the heads up all the way through. Very smooth, very happy."

Shane Lawler, Core Value FA core value logo small

"Compliance is an essential thing… we don’t want to spend all that time to research the changes. So Alex does all of that for us. Having Alex (do the compliance) gives us peace of mind."

Huw Smith, Fortitude Private Wealth fortitude logo

"They are attentive to any queries or questions we’ve got. In terms of... if we need to check something, we’re not sure, or a document that needs to be vetted or looked at. They are responsive."

Patrick Maloney, Maloney’s Financial Services fbImage

"Compliance is absolutely vital to our business. They (MDS) are my key compliance consultants and service providers. Meeting compliance standards, as required by ASIC and other authorities, is crucial to our existence. Their service is absolutely important and offers us comfort. I have seen the results of not paying attention to compliance…"

Mark Raymond, YML Group yml logo

"They know what they are doing. They call a spade a spade. It's worth having a chat to them. We’ve been very happy with them."

Steve Ballinger, Ballinger’s Financial Planning ballingers logo

Become Self-Licensed

Start giving advice and running your business the way you want.

Give us a call now on (02) 8004 7886, or start the conversation here...

Let's talk