Welcome to
Life Plan FP Australia
AFSL for General Advice Advisers
Life Plan FP Australia AFSL 277681 is a dealer group that specializes in providing licensing and support services to General Advice advisers. General advice requires comprehensive adherence to the to the governing regulations and Life Plan FP Australia has developed policies, procedures, monitoring and supervision standards for the correct implementation of General Advice.
Life Plan FP Australia has more than 10 years’ experience with guiding and supporting General Advice advisers and our aim is to be the dealership of choice for those who want to specialise in General Advice.
Life Plan FP Australia offers licencing solutions to professionals who require the systems and support that enables them to implement General Advice for their clients.
ABOUT US
Life Plan FP Australia AFSL 277681 was established more than 10 years ago as a quality boutique dealership for like-minded advisers. Life Plan FP Australia was created by a group of highly experienced advisers with the main purpose of delivering support services to their advisers in a way that they themselves would expect to be supported.
We provide professional training, ongoing mentoring and marketing tools to assist you to better and more efficiently provide valued services to your clients.
Business development, coaching, flexibility, support, expertise and total commitment to providing you with the support you need to grow your business, are just some of the benefits you will enjoy from the Life Plan FP Australia team.
With the changing shape of the financial services industry, we have recognised consumers’ demand for a less complicated path to choosing their own life insurance cover to protect their family and assets in the event of a crisis or tragedy.
OUR SERVICES
Compliance support
We have systems and procedures in place to manage all new requirements. Our compliance team is available anytime to answer all your questions.
Direct access to decisions makers
and support staff to make things happen. Your enquires are followed up within 24 hours.
Commission handling
with state of the art, accurate payment systems. We process commission weekly to guarantee your cash flow.
Ongoing CPD training & professional development
is provided to support you to stay current and ahead of your game.
Smooth onboarding process
and reliable ongoing support. We will do all the transfer for you so there is nothing you need to do.
Affordable and flexible fees
We can offer a fixed monthly fee or a flexible option of a small fixed fee and percentage of your income to help you start.
The benefits of joining Life Plan FP Australia include:
- Not being aligned to any institution
- Lead Generation
- BDMs that can assist you from beginning to end with introducing Life Insurance to your clients
- Processing Centre that can assist with the processing and administration of Life Insurance products
- Joining us made seamless – we take care of all the onboarding and transition administration for you
- Full support to enable you to deliver the correct implementation and application of General Advice
- Electronic tools support the application of General advice including state-of-the art quoting tools and CRM
- Ongoing training and education
- Commonsense compliance designed to positively support you achieve the required operating standards
- Help with diversifying your business to benefit from more than one revenue stream
- Flexible fee model that encourages your continued growth
Client Complaint Management Process
Client Complaint Management Process
What Should You Do If You Have A Complaint?
As the holder of an Australian Financial Services Licence, we must have appropriate measures to solve Disputes (Complaints).
Our process is that any complaint (an expression of dissatisfaction where you – the client expect action and / or a reply) is handled in the following manner:
1. We will acknowledge your complaint within 24 hours of receipt.
2. We will initially investigate your complaint within 5 days of acknowledgement and attempt to resolve the matter to your
satisfaction.
3. However in certain more complex situations, to investigate the matter appropriately we may take longer but no longer than 30 days after we received your complaint.
4. If you are not satisfied with our response you are entitled to take your complaint to:
Australian Financial Complaints Authority (AFCA)
GPO Box 3
Melbourne Vic 3001
Email: info@afca.org.au
Website: www.afca.org.au
Phone: 1800 931 678
This is a free service.