How does it work?
The first step for Service Organisations and Financial Planning Firms is to contact FASI to Register your interest in the FASI fpCentral™ National Referral Platform. This will be followed with a prompt response and conversation to discuss your interest, needs and service objectives.
From that point, a comprehensive application process will address the relevant quality standards, service conditions and business requirements to form a considered view and mutual decision for an agreement to proceed.
Thereafter, the formal induction provides further opportunity to reaffirm the commercial relationship and commitment that includes ongoing support, service engagement, advice quality reviews, monitoring and supervision.
Sitting behind the quality management and selection process of FASI fpCentral™ is the cloud-based technology and online capability for an interactive and professional user experience. The functionality overview is illustrated below:
*Includes superannuation funds, accounting organisations, mortgage broking organisations, insurance companies, private companies, public companies, government organisations and not-for-profit organisations