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Australia's leading network of Financial Planners, Centerpoint Alliance can help you start your financial planning business, grow or sell it. To learn more, call us today on 1300 557 598.
Australia's leading network of Financial Planners, Centerpoint Alliance can help you start your financial planning business, grow or sell it. To learn more, call us today on 1300 557 598.

The industry currently generates 5 billion in revenues, employs 26,486 Australians and grew by an average of 1.7% during the period 2012-2027. According to a report by IBIS world, titled, Financial Planning and Investment Advice in Australia.

Add to this, the Australian Financial Review's report that the number of ‘active' Financial Planners increased from 2.4 million to 2.5 million between 2013 and 2014, alone, and you can see, how, despite the industry coming under some fire from regulatory bodies, it remains an excellent profession.

This is, provided you go with a finance professional who understands the industry and who chooses to operate with integrity - at the very forefront of it.

Australia's leading network of Financial Planners and Advisers

What makes us different at Centrepoint Alliance, is our ownership structure.

Although we have alliances with associations, we are not owned by them. As a result, and designed to serve only one entity's interests - our customers'.

Being a Leading Financial network is very important to us

It means, we can provide our clients with advice that serves their interests, by placing them at the centre of the solutions we develop.

It is this focus that has built our own financial success as well as that of our clients.

Looking to start a business, grow or sell it - we can help

At Centrepoint Alliance, we help our network of Financial Advisers and planners in three ways:

Starting out?

We'll help you hit the ground running
  • We'll help you find clients
  • Work with you to establish your name and reputation
  • Ensure you understand industry regulations and are compliant with them
  • Give you access to preferential pricing to proprietary technology and platforms that will set you up for success
  • Train you to lead with knowledge and confidence
  • Provide you with individual and community support plus a business network and referral system to help you get started

Looking to grow your business?

We'll give you the support your current network won't
  • We'll lend our business development experts to you
  • Review your business plan and help you improve it
  • Introduce you to new avenues of growth- paraplanning, for example, or skills on how to successfully recruit, train and keep new advisers in your business
  • Develop a tailored education plan to help you develop your business and yourself
  • Ensure our industry leaders, subject matter experts are available to guide you

Looking to sell your business?

We'll advise on valuation and help you realise it
  • We'll help you prepare your business for sale
  • Understand its market value and how best you can realise it
  • Provide introductions to prospective buyers
  • Oversee the sale transaction ensuring your interests are looked after
  • Help you guide your business, staff and clients during this critical sale phase

Still serious about financial planning? Give us a call on 1300 557 598, we'd love to chat further.

Alternatively, fill in the form by clicking this link and we will get right back to you!

About the Author

Patrick D'souza is a content marketer and writer who is based in Sydney, Australia.

To Patrick, content matters, because it reflects a brand's substance - the ‘stuff' it is 'fundamentally' made off.
Patrick writes professionally for brands in multiple categories which include banking, finance, technology, telecommunications, airlines, health and nutrition, food, business services and more.

He holds a Bachelor's degree in Finance and Accountancy, a Master's degree (high distinction) in Business from the Australian Graduate School of Management, UNSW (the 26th best business school in the world, according to the Financial Times, London) and multiple certificates in Psychology from the Australian College of Psychology (ACAP Australia).

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