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?

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.

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.

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.

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.

FAQs

Comprehensive APL across platforms, including industry super funds, insurance providers, managed funds, direct shares, ETFs, SMAs, investment bonds, annuities, margin lenders and bank deposits.

You may be the right person for us if you have a proven track record in providing financial advice with demonstrated experience across insurance, superannuation, retirement planning and wealth creation.

As an experienced financial adviser, you should as a minimum:

• Be on track, or already meeting, the Adviser Education Standards set by FASEA
• Have around 5 years’ proven success as a financial adviser
• Possess exceptional relationship building skills
• Be able to demonstrate excellent verbal and written communication skills
• Hold registration with the Tax Practitioner Board as a Tax (financial services) Agent

Yes, you can!

Our current franchises are constantly growing and are often in need of new advisers. Contact our recruitment team by either calling 1300 650 330 or emailing mcfp@mortgagechoice.com.au, and they will be able to put you in contact with the right franchisee. 

As a part of your journey to becoming a Mortgage Choice franchisee,  you will receive a comprehensive induction course to help you establish and run your own business under the Mortgage Choice brand. 

Additionally, we hold ongoing webinars and state-based events including software training, provider updates and professional development days. You can find out more about our support program by downloading our information pack below. Read more about the support you receive here.

Information pack

Download our brochure pack for more information on the initial investment needed to start your own business.


Download now


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