Become an aligned AAG Adviser

Adviser OnBoarding Journey

AAG’s vision is to create a ‘Best of Breed’ Licensee Offering. Its success measured by the cultural alignment, principles and caliber of its advisers who individually and collectively display the unique qualities expected of a winning team.

All this is underpinned by the strength and process of the ‘behind the scenes’ Administration & Compliance team, who together provide the Advisers with the rigorous framework,  support and resources needed to deliver the best advice and outcomes to the most important people of all, our clients.

AAG will adopt a very selective approach in choosing who joins the AAG Team. A rigorous on boarding process will take place to ensure ultimately that only the right advisers are selected.

Take the first step – Fill out the form below and we will get you started.

Onboarding Process

Phase 1

Application Documents
  • Due diligence form
  • Academic transcripts, certificates or Statement of Attainment
  • TPB certificate
  • CPD records
  • Previous audit results

Phase 2

Application Form

Phase 3

Background Checks
  • Police Checks
  • Reference checks

Phase 4

Documentation
  • Sign authorised representative agreements
  • Complete banking and RCTI forms
  • Financial Service Guide – Part 2

Phase 5

Appointment Date

Phase 6

Welcome Onboard
  • Welcome kit
  • Induction
  • Client transfer
  • Fund manager establishment

What we look for in our people

Culture • Scale • Growth • Team • Partnerships

Empowering you, the AAG Way... It's our Why

At AAG, we are about delivering truly meaningful solutions to Advisers so that we can bring about real change in the way advice is delivered that will ultimately make:

Their work life easier, build strong client relationships, achieve greater business profits, maximise the value of their business and make personal dreams a reality

We are behind them at every step of their business’s evolutionary journey and are there with them when faced with life’s challenging moments.