We take a partnership approach in supporting you to deliver high quality, ethical and compliant advice to your members.

When you partner with IFS, your fund leaders and advisers will have access to expertise and support across all facets of advice and practice management.

Our in-house experts have decades of combined industry experience across all aspects of financial planning.

Multiple licensing options

Choose from the following options:

  • Authorised Representative – advisers are employed and managed by your fund and licensed by IFS
  • Representative – advisers are employed and licensed by IFS and embedded in your fund offices
  • A combination approach - Build an advice service using a combination of Representatives and Authorised Representatives
  • Unbundled Services – funds may choose to self-license their financial advisers but outsource functions such as advice assurance and paraplanning. Learn more about our individual service offerings 

Multiple advice options

To make sure your members have access to the advice they need in the most convenient way, we offer a multi-channel advice strategy.

Limited (including intra-fund) advice and comprehensive advice can be delivered face to face, over the phone, via video conference or even digitally.

Our licensee services include: