Centrepoint Alliance Financial Planning
Centrepoint Alliance Paraplanning
Centrepoint Alliance is an Australian Financial Services Licence (AFSL) holder, providing financial advice and related services to Australians of all walks of life through over 300 authorised representatives.
Centrepoint Alliance gained control of Professional Investment Services during 2010.
By working with us Centrepoint Alliance advisers receive Statements of Advice documents that are produced by RG146 compliant Paraplanner's and peer-reviewed by senior Paraplanner's.
We are an industry-leading Paraplanning service provider and have Paraplanners who are specifically trained on the Centrepoint Alliance compliance standards and financial planning software, Compass.
Contact us today and start a trial.
Centrepoint Alliance is an Australian Financial Services Licence (AFSL) holder, providing financial advice and related services to Australians of all walks of life through over 300 authorised representatives.
Centrepoint Alliance gained control of Professional Investment Services during 2010.
By working with us Centrepoint Alliance advisers receive Statements of Advice documents that are produced by RG146 compliant Paraplanner's and peer-reviewed by senior Paraplanner's.
We are an industry-leading Paraplanning service provider and have Paraplanners who are specifically trained on the Centrepoint Alliance compliance standards and financial planning software, Compass.
Contact us today and start a trial.