NEWS

IFA Dealer Group of the Year 2025

Your Dealer Group of the Year winner is… 🥇

This award recognises the dealer group that has most effectively driven business growth during 2024, utilising a range of business development principles and tactics.

We would like to congratulate Finchley & Kent for being named the IFA Excellence Awards 2025 Dealer Group of the Year winner!

Congratulations team 🎉

See full list of winners here - https://lnkd.in/e63U7Wu4

#ifaexcellenceawards

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Contact Us
Call

1300 770 996

Visit

Level 63, 25 Martin Place,
Sydney NSW 2000
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Finchley & Kent
Australian Financial Services Licence No. 555169 | ABN 50 673 291 079

The information on this website is intended for the owners of financial planning practices seeking to offer their services under our AFSL, and as such does not contain any financial advice intended for the general public.

If you are a consumer seeking financial advice, we can refer you to a trusted partner within our advice network that can assist you further.

Privacy Collection Statement | FSG | Website Whistleblower Policy

Products & Services

  • Well researched Approved Product List
  • Foundation SMA solutions
  • Access to competitive platform rate cards
  • Subscription to research providers

Compliance Guidance

  • Annual external compliance audits
  • Six initial pre-vets upon appointment
  • Comprehensive library of documents and templates

Professional Development & Events

  • Three professional development days annually
  • National conference every 18 months
  • Online training registration via Kaplan Ontrack (CPD)

Technology & Cybersecurity

  • CRM solutions of your choice depending on your business requirements
  • Access to Adviser Portal, which holds an array of tools and documents
  • Annual cybersecurity audits and improvement pathway

If You Need It...

  • Paraplanning Services
  • Approved offshore virtual administration partnership options available
  • Finchley & Kent Mortgages available for referral arrangements
  • Referral to competitively-priced marketing provider and website builder
  • Tripartite agreement with a leading bank to source lending for business purchases

Bi-Monthly Revenue Payments

  • Made on a mid and end of month cycle.

EXPERTISE

Our director has built a successful career as financial adviser, meaning he has been through the same challenges you’re experiencing today. This first-hand knowledge allows us to provide solutions that are both practical and effective.

FREEDOM

As a privately owned firm, we operate without institutional influence. This enables us to create an environment where we can offer conflict-free advice, ensuring our clients always receive unbiased, tailored recommendations.

COMPLIANT

The evolving regulatory landscape requires a robust, conflict-free compliance framework, and Finchley & Kent excels in this area. We provide the highest standard of compliance to ensure your business remains fully aligned with the latest regulations.

EXTENSIVE

Our comprehensive suite of services, products and platforms equips you with everything needed to deliver exceptional advice. We offer a wide range of options, ensuring you have the flexibility to meet the unique needs of each client.

EFFICIENT

We’re supporting cutting-edge platforms designed to streamline the advice process, reducing time, effort, and cost while enhancing the quality and efficiency of your service delivery.