Through authentic advice, discover scale and find new confidence.
Australia National Investment Group (ANIG Wealth Management) will support, adapt and execute strategy with our advisers to meet their obligations to clients, their business and the industry.
ANIG WM offers experience and customisation in a compliant manner. Our professional services apply unparalleled experience and knowledge across multiple financial services disciplines, markets, and products to provide the best advisory and development support to help our advisers elevate themselves and their services to clients. Together we’re providing the confidence and peace of mind you seek from a licensee and a wealth management firm.
Advisers Own 100% of their clients introduced and onboard by the respective adviser/AR/CAR.
Build your own brand with our licensee and compliance solution. PI/CPD and coaching.
Lead generation. SOA and full service technical and back-office support. Planning/research software.
All key members of our leadership team have consulted on large scale complex remediation projects.
In 2015 ASIC launched the fees-for-no-service project and reviewed AFS licensees that are product issues or provided personal advice to retail clients and associated with most of the majors in the industry. As at 31 December 2019, ASIC reported in its media release on Tuesday 11 February 2020 that six of Australia’s largest banking and financial services institutions paid or offered a total of $749.7 million in compensation to customers who suffered loss or detriment because of non-compliant advice or fees for no service misconduct.
We have reviewed multiple advice businesses and licensees and understand the importance of the fee-for-no-service project and how to better guide our Advisers in meeting their obligations. We focus on what matters and our objective is to play a pivotal role in all aspects of your growth. A better, more simpler way to execute smart disciplines and also stay relevant is to help you understand how to better take care of you and your clients whilst we take care of your compliance and ongoing development.
