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Centrepoint Alliance

Advice Solutions

  • Join Our LicenceWe provide services to over 500 advisers operating as Authorised Representatives under Centrepoint Alliance’s Australian Financial Services Licences.
  • Run Your Own LicenceWhether you’re an established self-licenced firm seeking licensee services or an adviser looking to transition to a self-licenced model, we provide an extensive range of services.
  • Our Salaried AdvisersIf you are a financial adviser interested in joining a highly professional boutique firm, Centrepoint Alliance offers employment opportunities for qualified financial advisers.

Lending Solutions

  • For Financial AdvisersOur Lending as a Service (LaaS) solution has been designed to help financial advice firms build a compliant lending business.
  • For Mortgage BrokersWith over 80 brokers in our network, joining our panel will give scale to your business.
  • Our Lending PartnersWe offer over 500 loans from over 100 lenders to provide you the most competitive loans available.

Investment Solutions

  • Investment ManagementOur investment management services comprise a research driven best-of-breed approach to model portfolio construction accessing world class investment managers via a number of platforms.
  • Investment ResearchWe provide the tools that help you advise your clients as well as protect and manage their investments.
  • Managed AccountsOur managed account solution, VMAPS, has been designed to deliver investment choice in an efficient structure.
  • PlatformIntroducing IconiQ the intelligent portfolio management solution, designed to empower financial advisers in managing their clients’ investments with ease and efficiency.

Technology Solutions

  • Advice TechnologyWe source and configure the best technology to generate advice and run your practice.
  • Enzumo ConsultingWe assist dealer groups and financial advisers to integrate financial planning software and create business efficiencies.
  • Enzumo XpressInstantly access an Xplan site with all the necessary templates and tools to run a financial planning practice.

CAL Compliance Policy

Click here to access the Centrepoint Alliance Lending Compliance Policy
Centrepoint Alliance

Principal Location – Corporate

Level 8, 309-315 George Street
Sydney NSW 2000
E: centrepoint@cpal.com.au

T: 1300 557 598

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© 2025 Centrepoint Alliance

  • Advice Solutions
    • Join Our LicenceWe provide services to over 500 advisers operating as Authorised Representatives under Centrepoint Alliance’s Australian Financial Services Licences.
    • Run Your Own LicenceWhether you’re an established self-licenced firm seeking licensee services or an adviser looking to transition to a self-licenced model, we provide an extensive range of services.
    • Our Salaried AdvisersIf you are a financial adviser interested in joining a highly professional boutique firm, Centrepoint Alliance offers employment opportunities for qualified financial advisers.
  • Lending Solutions
    • For Financial AdvisersOur Lending as a Service (LaaS) solution has been designed to help financial advice firms build a compliant lending business.
    • For Mortgage BrokersWith over 80 brokers in our network, joining our panel will give scale to your business.
    • Our Lending PartnersWe offer over 500 loans from over 100 lenders to provide you the most competitive loans available.
  • Investment & Platform Solutions
    • Investment ManagementOur investment management services comprise a research driven best-of-breed approach to model portfolio construction accessing world class investment managers via a number of platforms.
    • Investment ResearchWe provide the tools that help you advise your clients as well as protect and manage their investments.
    • Managed AccountsOur managed account solution, VMAPS, has been designed to deliver investment choice in an efficient structure.
    • PlatformIntroducing IconiQ the intelligent portfolio management solution, designed to empower financial advisers in managing their clients’ investments with ease and efficiency.
  • Technology Solutions
    • Advice TechnologyWe source and configure the best technology to generate advice and run your practice.
    • Enzumo ConsultingWe assist dealer groups and financial advisers to integrate financial planning software and create business efficiencies.
    • Enzumo XpressInstantly access an Xplan site with all the necessary templates and tools to run a financial planning practice.
  • Company
    • About Us
    • Our History
    • Our Team
    • Careers
  • Investors
    • Investors
    • ASX Announcements
    • Financial Results
    • Corporate Governance
  • Contact Us
  • Login
    • Login
    • Centrepoint Connect
    • LaVista
    • Matrix Planning Solutions
    • Centrepoint Alliance Lending
    • Lending as a Service