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About us

We are a small, specialist group seeking quality partners, not quantity. Our Dealer Group has the added benefit of being part of the AD Capital Group Limited; a provider of quality financial services in Australia, run by industry experts. 

Our team's financial experience means that our clients uniquely benefit from working with a dedicated dealer group who has the knowledge, appreciation and foresight of industry trends and behaviour. You will also have access to a large array of resources and technical knowledge that comes from being part of a bigger network of wealth management experts. 

 

Our point of difference

  • We offer flexible licensing solutions thus allowing you to choose from different levels of partnership (authorised representative and dealer associate). We understand that business needs ebb and flow and we offer the option of moving between licensing levels depending on your current circumstances. 
  • We offer different authorisation levels, providing you with the option to choose from full authorisation, SMSF specialist authorisation, risk specialist authorisation or provisional authorisation.
  • We nurture an open community network comprising of over 50 high quality respected and successful financial planners and accountants. 
  • Our dedicated regional business management team are qualified financial planners that service metro and regional practices around Australia.
  • We have a large number of corporate partners that offer specialist advice.