At FASI, we understand the many challenges that confront the financial advice service industry, with regulatory obligations, education standards, service transformation and remediation, to name just a few.
The extent of activity and competition is fierce, which means businesses are constantly considering their next move and how to plan, develop and implement change effectively.
FASI is at the forefront of this change to help you and your business adapt and prosper in a challenging commercial environment.
Our service expertise is enriched with FASI QECp360™ – the advice service health check and FASI fpCentral™ National Referral Platform to ensure that you are equipped and supported to achieve the best possible outcomes.
FASI QECp360™ – the advice service health check
Your financial advice service model defines the promise that you deliver to your members, clients and staff. The success of your financial advice service is reliant on the commitment and capability within your business to deliver on that promise.
Greg Harper, Executive Officer, FASI
FASI expert consulting, innovation and referral services – who do we help?
We help, empower and support superannuation funds (industry, retail, public sector and corporate), financial planning firms, licensees, accountants, mortgage brokers, professional associations, regulatory bodies, ratings agencies, service leaders and political stakeholders.
Why partner with FASI for expert financial advice service support?
- To execute your professional services in a highly competent manner;
- To facilitate change in an effective way and enhance service performance outcomes;
- To create operational efficiencies and achieve commercial success;
- To overcome the common service flaws and systemic issues that exist within the industry for financial advice services;
- To support your fiduciary obligations, duty of care and custodial responsibility;
- To rise above the challenges and respond to opportunities.
How does FASI provide expert financial advice service support for you?
Through dedicated and unique resources, expert consulting, innovation and a dynamic national referral platform. We combine flexible methods of engagement with a co-review, co-design and co-development approach to support effective collaboration and deliver successful project outcomes for our clients.
Our service expertise is carefully positioned to complement the governance, compliance, risk and service resources that are employed by our client organisations or that exist in the broader marketplace.
FASI fpCentral™ National Referral Platform
FASI fpCentral™ provides the quality management, rigour and integrity with purpose-built technology to uphold the success of a professional, large scale financial planning referral platform.
It takes the unknown, indecision and potential difficulty out of the process.
We make it easy, organised and highly accountable for all participants.