Take your business to the next level

Take your business to the next levelTake your business to the next levelTake your business to the next level

Partner with a licensee that understands your business

join MFG Advice

Take your business to the next level

Take your business to the next levelTake your business to the next levelTake your business to the next level

Partner with a licensee that understands your business

join MFG Advice

About Us

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Privately owned and operated AFSL

MFG Advice is a privately owned and operated financial services licensee.   Our business was built by experienced  advisers, who understand the complexity of running a professional practice and providing quality advice to clients.  

As an Australian Financial Service Licensee, MFG Advice appoints professional advisers as authorised representatives under our license to provide financial advice services to their clients.  Because we’re not owned or licensed by a bank or product provider, our advisers can select from a broad list of approved products that have been researched and selected based on their quality.  No sales targets.

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Comprehensive Approach

MFG advice provides a range of tools and resources for our advisers including ongoing support. Our licensing options are affordable and scalable to suit your business needs.  

With the MFG Advice systems, tools and paraplanning support team, our advisers can focus on delivering their clients’ needs in a professional, timely and compliant manner, while growing their business revenue and value.  

MFG Advisers can access our full approved products list and an optional suite of model portfolios as guidance to implement their clients’ strategic financial advice.

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Committed to Service

We are committed to providing an outstanding service to our advisers. 

MFG Advice offers training and practice support to help you improve efficiencies and provide your clients with the very best financial advice services.  

As a boutique licensee, we service a select number of professional advisers.  This means that our advisers are always valued members of the MFG Advice group.

About MFG Advice

There's a lot to consider when choosing a licensee. This video explains the services MFG Advice provides to financial advice businesses. 


Want to know more about us....

Meet the team

everything you need in a licensee

Affordable licensing fee

Affordable licensing fee

Affordable licensing fee

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We charge a flat fee of $1,650* incl. GST per adviser per month.  

*Contact us for our fact sheet which details inclusions. PI insurance is in addition and calculated  based on practice size.

Compliance solution

Affordable licensing fee

Affordable licensing fee

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MFG Advice provide complaint SOA templates and complete regular compliance reviews to help advisers provide the best advice and meet all of their obligations. 

Working with a boutique

Affordable licensing fee

Working with a boutique

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Larger licensees often treat advisers like a number.  As a boutique licensee, we only want to work with the very best advisers and we value each adviser in our group .

Grow your business

Advisers own their own business

Working with a boutique

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We provide economic updates and marketing tools to help build your business,  allowing you to focus on serving your clients. 

Broad APL

Advisers own their own business

Advisers own their own business

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As we are privately owned an operated, advisers can choose from a broad approved products lists, based on Morningstar research.

Advisers own their own business

Advisers own their own business

Advisers own their own business

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MFG Advisers own their own business and their client base. Should you wish to change licensees in the future, your clients will go with you.

regular and timely updates

MFG Advice is committed to making  ongoing service efficient and timely, so you can provide compliant advice and outstanding service to your clients.

Our fact sheets and updates can be branded with your business details.

MFG Advice Ad

Check out our MFG Advice ad here!

templates and resources

MFG Advice has a range of advice templates and resources available for its advisers. 

Risk profiling helps advisers build strategic portfolios for their clients.    Here is an example of one of our risk profile fact sheets.

Resources for advisers

Economic update - Morningstar Forecast 2020 - 21 (pdf)Download
Supporting mental health - National helplines and websites (pdf)Download
Reminder to renew for Tax (financial) Advisers (pdf)Download

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Contact Us

Get Started Today - contact us to express your interest in joining MFG Advice or to find out more

MFG Advice head office is located in Ivanhoe East in Victoria, 

but we service financial advice practices all over Australia.  

MFG Advice Head Office

239 Lower Heidelberg Road, Ivanhoe East Victoria 3079, Australia

email: info@mfgadvice.com.au ph (03) 9497 3396 Postal Address: PO Box 2249 Ivanhoe East Vic 3079 First Floor, 239 Lower Heidelberg Road Ivanhoe East Vic 3079

Hours

Monday - Friday: 9am - 5pm AEST


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MFG Advice Pty Ltd    AFSL 499010     ABN 76 618 661 108 


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