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AKAMBO
Akambo Licensing Services
Akambo Financial Group offers tailored AFSL licensing and support for startup and established financial advice practices, combining flexibility, efficiency, and market-leading service.
Key Features:
AFSL Coverage with full compliance support
Comprehensive paraplanning (SOAs, ROAs, wholesale, pre-vet)
Practice management & admin support (annual reviews, FDS, fee consent, workflow tools)
Implementation support (forms, transfers, rollovers, account management)
Access to investment research, managed accounts, and bespoke solutions
Technical helpdesk for advice, compliance, and product queries
Professional development with ongoing training and webinars
PI insurance and Xplan technology options
Specialist access: Aged Care, Insurance, Lending, and more
Business Development: Investment Seminars (Roadshows), new client prospecting and client engagement tools, support with joint venture etc.
Why Akambo?
Experienced, adviser-focused support lets you grow your business with less overheads and more flexibility. Choose from a range of licensing and business solutions designed to fit your practice needs.
Contact for the service is [email protected], [email protected]
Akambo Financial Group offers tailored AFSL licensing and support for startup and established financial advice practices, combining flexibility, efficiency, and market-leading service.
Key Features:
AFSL Coverage with full compliance support
Comprehensive paraplanning (SOAs, ROAs, wholesale, pre-vet)
Practice management & admin support (annual reviews, FDS, fee consent, workflow tools)
Implementation support (forms, transfers, rollovers, account management)
Access to investment research, managed accounts, and bespoke solutions
Technical helpdesk for advice, compliance, and product queries
Professional development with ongoing training and webinars
PI insurance and Xplan technology options
Specialist access: Aged Care, Insurance, Lending, and more
Business Development: Investment Seminars (Roadshows), new client prospecting and client engagement tools, support with joint venture etc.
Why Akambo?
Experienced, adviser-focused support lets you grow your business with less overheads and more flexibility. Choose from a range of licensing and business solutions designed to fit your practice needs.
Contact for the service is [email protected], [email protected]
