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How to become a financial adviser

Our purpose is to help all Australians make better choices for a better life. We believe that all Australians have the right to home loan and financial advice from experts they can trust – experts who give the right advice for our customers in a simple and transparent way.

If you believe in putting the customer first and enjoy helping people make better choices for a better life, you could be just the person we are looking for.


Are you a qualified financial adviser looking to partner with a company that offers the potential for immediate leads and an untapped resource of wealth accumulators?

If the answer is yes, then Mortgage Choice Financial Planning may be the ideal partner for you.

At Mortgage Choice, we offer driven individuals the opportunity to take their career to the next level by investing in a financial planning business with a trusted national brand.

Mortgage Choice Financial Planning operates as a separate franchise system that sits alongside our existing Mortgage Broker franchise system. This reflects our firm belief that advisers and brokers should remain experts in their field rather than trying to wear ‘two hats’. It ensures our customers are provided with specialist advice, whatever their need, while experiencing the convenience of dealing with the same trusted brand.

Leads from day one

One of the common barriers to success for financial advisers is generating new leads.

For many Australians, organising a home loan provides a critical first entry point to any kind of financial advice.

By partnering with our established mortgage broking franchises, you have the opportunity to access Mortgage Choice customers and build rewarding, lasting relationships at a point in their lives when you can make a great difference.

By leveraging the strong lead flow opportunity from the mortgage broking franchises, you can spend less time chasing new business and more time focusing on your customers and growing the financial planning business.

In addition, through Mortgage Choice, you will have access to the industry’s leading providers as well as cutting edge customer tools and adviser software to help you hit the ground running.

Proven support in building small businesses

Mortgage Choice has over 25 years’ experience in developing successful small businesses.
Our franchising model, combined with the training, development and compliance expertise we provide, has underpinned this.

In fact, the support we give our franchisees to build a better business is one of our core strengths.

In addition to the business building support you receive, you will also be able to partake in regular webinars, state-based events, and professional development training courses. These events are a great opportunity to network with your peers as well as upskill across a variety of areas.

A customer driven model

The Mortgage Choice Financial Planning model has been developed from the ground up, taking into account recent changes in financial services, without having to adapt legacy systems and practices, or change adviser culture.

We have been able to apply rigorous standards across all aspects of the business, from the development of our customer proposition and the technology we have implemented, to the partners we have selected and the advisers we recruit.

It gives you the reassurance of a fresh, exciting and proven business model.

So what are you waiting for? If you are ready to help customers make better choices for a better life and take charge of your future by opening your own financial planning franchise that harnesses all the advantages that come with partnering with a national, highly-regarded brand, then give Mortgage Choice a call today to find out more about our financial advice opportunities.

Talk to our Franchise Recruitment team today

Keep in touch about franchise opportunities at Mortgage Choice

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