Like-minded, professional self-licensed businesses.
A dedicated team of experienced professionals.
Industry and peer insights.
Dedicated Advisory Council.
Comprehensive professional support to help you in managing your licence.
Responsible Manager forums.
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.
We look to attract businesses to our community with the following profile:
High achieving wealth management businesses running their own AFSL.
A willingness to actively participate in a community that shares and learns from best practice.
Robust compliance standards and frameworks.
Active engagement with our responsible manager support model.
Demonstrated alignment to our network of BT Open Principals’ peers and cultural attributes.
A desire to be part of a peer-led, professional and innovative community.
BT Open Services is provided by BT Portfolio Services Ltd ABN 73 095 055 208, AFSL 233715 (‘BTPS’). The BT services available for purchase through BT Open Services (including the BT Open Principals’ Community) are provided by Magnitude Group Pty Ltd ABN 54 086 266 202 AFSL 221557 (‘Magnitude’). These services are administration and support services only. Neither Magnitude nor BTPS accepts 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 Open Services are for the information of financial advisers and licensees only.