Financial Services
Licensing Solutions
for Financial Advisers, Investment Advisers & Personal Insurance Brokers
Financial Services Licensee
We hold an AFSL authorising us to deal in financial products and to provide both personal and general financial product advice to retail and wholesale clients. Our license is suitable for financial advisers, investment advisers and personal insurance brokers.
Mergers & Acquisitions
We provide advice and transaction support when you buy or sell a financial services business. This involves identifying acquisition targets, calculating valuations, assisting with negotiations and integration support where you have made an acquisition. This process will ensure that you maximise the value of any business acquisition or sale.
Strategic Business Advice & Consulting Services
We provide strategic advice on estabishing, growing and operating your business. We specialise in compliance, business development, continuing professional development and investment research.
Remuneration Reporting & Payment
We leverage technology by providing consolidated remuneration statements on a fortnightly basis so that you know how much money is expected to arrive in your bank account. As these statements are broken down by client and product provider, they are a helpful management reporting tool for practice principals. The client advice fees detailed in the remuneration statement are transferred into your bank account shortly after the statement is provided to you.
Our Values
We have a proven track record of operating a financial services licensee successfully and supporting advice businesses throughout every stage of the business life cycle. Our success can be attributed to our core values: professionalism, ethics and honesty.
Technology
We do not mandate the use of a particular software package. We maintain a list of supported technologies to point our advisers in the right direction. However, the technology you choose to deploy will ultimately be your decision based on your business requirements. If required, we can help you with this.
Your dedicated team in Sydney and beyond
Reedy Capital’s full time Sydney based team members are supported by external compliance, administration and operations staff located throughout Australia and overseas.
