FAQs

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Q. Who is AAG?

AAG is a boutique AFSL owned by advisers for advisers with offices across the east coast of Australia and the NT.

We are about quality in our people, our services our innovation and our results, the SIR principle, all built on a foundation of knowledge and experience over 35 years.

Q. What makes AAG different?

We are more than just an AFSL, we are strategic partners for both the growth and success of the adviser business as well as being there for their personal development.

Q. Do we have to do new SOA's if we are the same adviser during transition?

Generally no if there is no change of adviser and no change of advice. We will however provided each adviser with clear framework of what they must comply with within the appropriate timeframes.

Q. Is AAG owned by an institution?

No, AAG is proudly owned by advisers and led by an experienced leadership team.

Q. Who are the people behind AAG?

The leadership team behind AAG have a combined experience in the financial serviced industry of in excess of 150 years. All have run institutional licences or owned their own FP practices. Its compliance legal team is headed up by resources who have held roles within ASIC for in excess of 15 years.

Q. Do AAG provide BDM support?

AAG provide a high touch advisory support program. Our ratio of BDM’s to advisers ensure Advisers receive the support they need to grow their business.

Q. Why would we join AAG?

AAG is a support inclusive community of Advisers

Our value proposition isn’t built on cheap licence fees and open architecture. We wish to attract the right advisers.

We are culture driven.

Q. Who can be part of AAG?

AAG is by referral or invitation only

Advisers may apply on line.

Q. What about my succession, Can AAG help?

AAG provide a succession and exit transition program for all advisers to ensure that they may exit for the right value at the right time and on their terms.

Empowering you, the AAG way

At AAG, we are committed to helping our advisers focus on doing what they do best, serving their customers.