Become an advocate and bring financial planning services to your clients without needing to become licenced yourself. You receive a share of all fees – including upfront and ongoing commissions on risk insurances. You assist with client details collection, and our team of qualified financial advisers develop and provide the advice. This program lets you keep control of your client’s experience and adds enormous value to your practice. This program is suitable for professionals such as lawyers, accountants, mortgage brokers and retired financial advisers.

FP Advocate

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FP Advocate

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Teams

Offices

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