Access to a community of like-minded self-licensed business principals.
A dedicated team of experienced professionals.
Financial planning industry and peer insights.
Dedicated Advisory Council.
Comprehensive professional governance support and compliance consulting to help you manage and run your afs licence.
Forums for Responsible Managers.
Training and education to support Responsible Managers and practice staff.
Leveraging the collective strengths of our community to connect you with best practice ideas.
Access to selected third-party business solutions at negotiated pricing.
High achieving financial planning and wealth management businesses running their own AFS Licence.
A willingness to actively participate in a community that shares and learns from best practice.
Robust compliance support for AFSLs and frameworks.
Active engagement with our support model for Responsible Managers.
Demonstrated alignment to our network of BT Principals’ Community peers and cultural attributes.
A desire to be part of a peer-led, professional and innovative financial planning and wealth management community.
As a member of BT Principals’ Community, a specialist transitions support team will assist you with all licensing change requirements. This includes supporting your business in transitioning into your own AFS licence, as well as supporting transitions associated with mergers acquisitions and/or succession. They’ll help set you up for success by ensuring you are across the key operational aspects that you need to have in place.*
The Transition team works with your business to create a tailored transition project management plan which includes:
Find out how the Community benefits principals of self-licensed advice businesses.
Find out what principals of self-licensed advice businesses gain from the scale of the Principals’ Community.
Find out what principals of self-licensed advice businesses gain from the Community’s Governance offer.
Find out how the Community helps principals of self-licensed advice businesses capitalise on M&A opportunities.
Find out how valuable the support provided by the Community’s Account Directors is for principals of self-licensed advice businesses.
Find out what advice principals of self-licensed advice businesses have for prospective Community members.
Find out how being a member of the BT Principals Community can help you and your business.
Download our guide that outlines some key areas such as cost, benefits, and structure that you may wish to consider when deciding whether self-licensing is right for your business.
BT Services is provided by BT Australia Pty Ltd ABN 72 000 700 247 (BT) . The BT services available for purchase (including the BT Principals’ Community) are also provided by BT. These services are administration and support services only. BT does not accept any responsibility for your obligations as an adviser or AFSL holder (including your ongoing compliance obligations). You are solely responsible for your obligations and ensuring you meet them. The information and documents available on BT Services are for the information of financial advisers and licensees only.