Starting Up Your Own Practice

OK, you’ve decided you want to get into this industry but don’t know where to start. 

If you are already a qualified planner we can support you to set up your company, rregister for GST, obtain a valid ABN, register as a PAYG payer, setup your bank account and register for your online banking. 

We will also provide you with your own business cards, letterhead and brochure as well as design, post and host your own website.  

We can even supply you with your I.T requirements to get you started with the right laptop, scanner and printer to do the job at a packaged up, cost effective price.  

Ongoing computer technician and software support is also available. 

Fast Track Learning

Not a qualified planner yet? 

No problem, in addition to helping you with the above, we will partner and train you to achieve the ASIC RG 146 qualification, making you an ‘authorised representative’.

But you can expect much more! 

Partnercorps Andrew Robards is a successful Financial Planner and former finance lecturer at Newcastle University. 

Andrew has created an easy to understand program that will:- 

• Change the way you think about money
• De-mystify and simplify the financial planning process
• Assist you to become an effective advisor quickly.

We call it the WealthPro® system. WealthPro® is a short, session based training program for small groups and includes a personal onsite mentoring component. 

Once qualified, Partnercorp will provide you with an experienced Financial Planner to supervise and provide feedback on your first 5 initial client interviews.  We will then partner you when you return to those clients with your plan recommendations. 

Our aim is not only to train you but to have you confident in your knowledge and expertise in the marketplace.

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