(02) 8004 7886

Self Licensing Made Easy

We make the process of securing and running your own Australian Financial Services Licence as easy as possible so you can get on with the business of financial advice

Helping our clients achieve success

We guide financial advisers through the whole process of obtaining an AFSL from initial planning, to liaising with ASIC and then transitioning clients to the new licence. We then provide them with the compliance, business support and community of a dealer group, without the constraints, or conflicts.

With over a decade of experience managing applications and having helped more than 500 licensees obtain their ACL / AFSLs, we are a leader in this space, and continue to grow our member base.

Organise a chat to find out more

2009

MDS Established

>500

AFSL/ACL Applications

450+

Financial Advisers Supported

130+

AFSLs with Ongoing Services

$20B+

FUM within our Network

How We Can Help You

At My Dealer Services we help financial advisors become self-licensed and then provide you with the compliance, business support and community of a dealer group. Without the constraints. Or conflicts.

AFSL Management

Compliance is a central part of your AFSL operations and your business is at risk if you get it wrong. At MDS, we provide you with a framework that embeds compliance within your standard operating procedure and makes it simple and practical. To help you, we offer support packages with three different service levels:

  • Fundamentals

    $
    695

    + GST/month

    Provides access to general industry commentary and compliance updates as well the MDS Compliance Portal to actively manage all your annual requirements. This package requires you to be on top of all your AFSL compliance requirements and is suitable for mature AFSLs.

  • Complete

    $
    995

    + GST/month

    For those who want to be informed, prompted and guided through all AFSL compliance requirements. MDS will provide you with the required guidance to meet your annual AFSL obligations. The Complete package is recommended if you have admin assistance within your business dedicated to AFSL management.

  • Premium

    $
    1500

    + GST/month

    For those who want the peace of mind of having all their AFSL compliance requirements managed for them. MDS becomes your back office attending to all your AFSL needs, allowing you to focus on your practice and clients. This package is highly recommended for new AFSLs.

We help financial advisers become self-licensed and then provide you with the compliance, business support and community of a dealer group without the constraints or conflicts.

Is Self Licensing right for you?

Back

AFSL Licenses