Member Portal

Membership

Join your fellow Advisors in the Home of Advice

At My Dealer Services we actively foster the type of collegiate relationships you enjoyed with fellow advisors at larger licensees. We do this without alignment to any particular product provider.

Quite simply we are here to support you and be your home of advice.

For licensees that sign up to either the Comprehensive or Complete support service you get free access to the Member Portal. It’s your Home of Advice.

It consists of two distinct sections that are password protected.

 

Your Compliance Centre

This is where you have access to the core compliance documents for your license. It includes:

 Your Documents – a place in which you can store your licensee documentation; have access to a complete compliance pack; your annual licensee & advisor reviews and any other documents you create.

 Document Library – a complete library of compliance documents that you can download, personalise with your own brand and business details and customise for your specific business needs.

 Critical Links – to sites and portals for key compliance work including simple how to check-lists you can download.

 Your Calendar – populated with key industry and compliance dates your Annual Reviews and 1/4ly check-ins.

 

Our Collegiate Learning Centre

This is where can deepen your expertise and meet fellow advisors giving you the opportunity to mingle, ask each other questions, and learn from industry experts.

 Exclusive content
At MDS we get access to industry research and commentary that is often not available to small businesses. We share these with you deepening your knowledge and keeping you current on broader industry trends.

 MDS events
MDS runs a series of live events giving you the opportunity to meet fellow advisors, share thoughts and ideas and learn from industry experts. Without any commercial pressures from vendors. Quite simply – they are for you.

 Preferred suppliers
With over 65 combined years of industry experience amongst the team we have a good understanding of the support services advisors need to run a successful business. And who are the best of breed service providers.

Members will get access to these suppliers combining our collective buying power and giving you access to prices that you would struggle to get on your own.

To find out more call Tom on 02 8004 7886 or click Let's Talk (below) and we will be in touch.

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