The Financial Mandate Model
Developed by financial advisers who understand your world
The Financial Mandate model enables financial advisers to operate under our Australian Financial Services Licence (AFSL) supported by intelligent advice technology, pragmatic compliance and shared infrastructure. Rather than layering additional systems and administration into your practice, we've designed a model that simplifies how advice is delivered - from documentation and marketing through to compliance oversight and professional development.
Advisers operate as authorised representatives under the Financial Mandate AFSL, with defined obligations, responsibilities & governance.
A clear licensing framework
1
Advisers use our proprietary platform Transfigr to digitise advice processes, manage compliance requirements and monitor client financial health.
Integrated advice technology
2
By centralising systems and workflows, we reduce reliance on multiple third-party tools and administrative support, thus lowering costs and operational risks.
Shared operational infrastructure
3
