Premium adviser Group services
Become even more competitive with our comprehensive range of Group services.
A. Products
Advisers can choose any product in a sector as long as it meets the defined research parameters. This enables advisers to use a variety of leading tax effective products, risk insurance products and many other products.
B. Research
The two primary research houses our advisers use are Lonsec and van Eyk. Each office has the option to subscribe to one or both providers. You also have access to leading industry research on investments and insurance products from Standard & Poor’s, PIR, SuperRatings, AdviserEdge and Australian Agribusiness Group.
C. Support
Advisers have access to:
- a range of platforms to suit different client needs – Macquarie (Premium Online), BT (Premium Online), Colonial First State, Skandia, Perpetual, Asgard, Netwealth and PerpetualWealth Focus.
- best-of-breed financial planning software – COIN, Visiplan, X-Plan and Praemium
- our adviser intranet service and its extensive document library
- a regular client newsletter which allows members to customise the back page
D. Compliance
Our annual compliance review is designed to help you keep up to date and compliant with the current ASIC regime. We also provide support with compliance requirements such as FSG’s, SoA’s and other standard documentation.
E. Training
- Three Group training days – the February and August training days cover a variety of topics including the economy, markets, technical issues, and product and service presentations. At the November ‘members only’ session members discuss current issues and ideas. We provide subsidies to members to attend all interstate training days.
- Regular training program – advisers are enrolled in the monthly Kaplan video workshop assessment. This program provides you with the basic CPD points and ongoing training requirements required by ASIC. All advisers also do additional training.
- Annual Conference – the three to four day annual conference is held in April/May and involves advisers, partners and fund managers. Past venues include China, Noosa, Prague, Hong Kong, Yarra Valley and the Blue Mountains. Due to our size and purchasing power, our conferences are sponsored by various fund managers.
F. Authorisation
Premium enables advisers to become a Corporate Authorised Representative, meaning they can promote their own name alongside Premium’s.
Premium provides you with the tools required to become even more successful.