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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 ACL / AFSL licence, you can be confident we know what we are doing.

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Services

Testimonials

"I value the relationship with Alex and I trust him with the advice he provides. There's a relationship there."

Steve Ballinger, Ballinger’s Financial Planning ballingers logo

"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 absolutely vital to our business. 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

We’re incredibly thankful for all your help setting this licence up. It’s been a huge process and we largely have you to thank. We absolutely recommend you to anyone wanting to set up their licence; feel free to send people in our direction if you need us to chat with advisers thinking of using you guys. (2020)

Andrew Seton & Matthew Sherlock, Sherlock Group sherlock wealth logo

MDS guided us through the whole licensing process with great care and detail. We are now set up with our own AFSL, compliance framework and position to grow our business as we want. We look forward to our ongoing relationship as we develop as a group. (2021)

Intellect Wealth

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