Compliance
ASIC-standards aligned. Ongoing compliance reviews, audit support, and regulatory guidance — so you never miss a requirement.
AFSL XXXXXX — For financial planners
Build your practice
without the compromises.
An environment where advisers are supported, not restricted — expert judgement respected, innovation encouraged, compliance integrated into everyday practice. AFSL-licensed, Lonsec-rated APL, anchored in s912A(1)(a).
For financial planners
Independent. Supported.
Aligned.
I.
Transparent fee structure
A mix of competitive licensee splits and set fees designed to enable your business to grow and thrive with certainty and flexibility. Clarity in your cost to serve leads to a stable service environment, helping you understand how to charge appropriately your clients for their initial and ongoing advice.
II.
Compliance, Lonsec-rated APL + technology
A business model you would build for yourself. ASIC-aligned compliance. Evidence-based research. An APL based in sound principles, reasoning and evidence. Choice and flexibility in your tech stack solutions. We partner with our firms to provide the framework you need, combined with the flexibility you desire, empowering you to deliver your value proposition to your clients. See the full investment framework →
III.
Practice development that moves the needle
Business growth coaching, succession planning, peer mentorship — from a team that has grown practices like yours. Not theoretical frameworks; actual playbooks tested in the field by Australian planners working under Australian compliance.
Our services
Everything a planner's practice needs.
Five core service pillars — each designed to reduce the administrative burden on your practice so you can focus on what matters: client outcomes.
Technology
Modern advice software and paraplanning tools. Technology that works for your practice, not against it.
Research / APL
Independent product research and a curated approved product list. No conflicted recommendations. Pure product quality.
Practice Development
Business growth, succession planning, and marketing support. Practical tools — not theoretical frameworks — for building a sustainable practice.
Training
Ongoing CPD, ASIC-aligned professional development, and peer learning forums. Keeping you ahead of the regulatory curve — without the grind.
Talk to us
Let's see if Springboard is the right fit
for your practice.
Tell us a little about where you are and what you're looking for. A senior member of our team will be in touch — typically within two business days.
- 1. We review your details + current practice setup.
- 2. A senior team member calls to understand your goals.
- 3. If we're a fit, we walk you through the transition path.
Your details stay with our team. We never share planner enquiries with third parties. See our Privacy Policy.