About Financial Force

Financial Force provides a cost-effective licensing solution for Professional Financial Planners. We were established by Planners for Planners; our collaborative environment is how we assist each business operating under our license to meet compliance regulations while servicing their clients to meet their best interest. We are selective and only accept Financial Planners who have a technical expertise and drive to provide the best outcome for their clients.

Operations Support

Administration and Para-planning services with our pre-vetted, quality, on a per plan basis or hourly rate.

Compliance

Our staff support and collaborate with you to help you meet the new standard In compliance so that you can work on growing your business.

Business Support

Ongoing support to our advisors to enhance efficiencies and maintain compliance standards.

Technology

Our flexibility allows you to choose your own CRM software whether it is Xplan, Midwinter or another CRM. This allows you to have your own standard SOA template customnised for your presentation. We provide Xplan templates and wizards and can customnise to your needs.

Approved Product List

We have a diverse Approved Product List which is managed by our Committee that includes product platforms, insurance providers and investments (shares and managed funds). For more information, contact us.

Fee Processing

We provide your invoicing needs and fortnightly processing of your remuneration.

Our Mission

Our mission is to provide a collaborative environment for our advisors by providing flexibility and support to assist in the transition of moving into a new world of advice with rising compliance burdens and regulatory change.

Anthony Dunn

Director

Anthony Dunn is the Managing Director of Financial Force and has over 34 years experience in the Financial Advisory and over 5 years within Accounting.

Get in Touch

Location:
Level 2, 190 Edward St, Brisbane CBD 4000
Postal Address:
PO Box 12026 George Street BRISBANE QLD 4003
Telephone:
07 3210 0244

Contact Us