Why join us?

Centrepoint Alliance is a leading provider of advice and business services supporting financial advice firms throughout Australia. Our flexible model provides comprehensive solutions for advisers and practices, whether you choose to operate under our licence as an authorised representative or require services to help you operate your self-licenced business.

We have been the number one choice in the market for advisers looking to join a licensee over the last two years*.

What makes us different?

• Our strong community of high quality professional advisers
• The breadth and depth of our services
• Our services are delivered in-house, not outsourced to a third-party
• We have an industry leading advice technology platform. Our Xplan Team is one of the largest in the market
• We leverage our scale to ensure you have access to the best rates in the market for third-party vendors
• We pride ourselves on service quality and track every interaction with Salesforce.com
• Centrepoint Alliance is a publicly listed company (ASX: CAF) so you have full transparency through ASX reporting

Our key services include:

• Comprehensive suite of governance and compliance services
• Practice development and consultation
• Education and training
• Advice technology and templates
• Technical services and support
• Investment research

*ASIC Financial Advice Register