Build your own advice business with the governance, resources and scale of an established licensee network.

My Plan Group Pty Ltd (AFSL 528220) is inviting experienced Financial Advisers and established advice practices to explore a transparent, competitively priced licensee partnership.

You will retain the independence to operate and grow your own business while receiving structured compliance oversight, research, technology, technical support and professional development through My Plan Group and its broader national support network.

This is not an employment position. It is a contractual opportunity to operate under My Plan Group through a Corporate Authorised Representative (CAR) and, where applicable, Sub-Authorised Representative structure.

About the opportunity The opportunity may suit an adviser or practice that is:

- Establishing a new financial advice business

- Moving from employment into practice ownership

- Reviewing its current licensee arrangement

- Seeking more responsive and accountable licensee support

- Looking for competitive and transparent licensee fees

- Seeking independence without operating a standalone AFSL

- Looking for the resources and buying power of a larger network

What you can expect

As a My Plan Group partner, you can:

- Operate and grow your own financial advice business

- Build and retain ownership of your client relationships, subject to the CAR agreement

- Receive weekly revenue payments with transparent reporting

- Access structured compliance, governance and advice-review support

- Access established research and Approved Product List frameworks

- Access technical support across key advice areas

- Receive onboarding and transition assistance

- Participate in training,



professional development and national adviser-network events

- Access paraplanning and other practice-support services

- Benefit from group-level technology and service-provider arrangements

Technology and network support

My Plan Group is supported by an established national licensee-services network. This gives participating advisers access to infrastructure and commercial arrangements that may otherwise be difficult for a smaller practice to obtain independently, including:

- Advice technology and software at negotiated group pricing

- IRESS and AdviserLogic solutions, subject to the selected service package

- Centralised compliance systems and reporting

- Investment research and model portfolio resources

- Technical and regulatory updates

- Paraplanning and administrative support

- Professional development and CPD opportunities
- An adviser and AFSL peer community

You maintain your own business identity and client relationships while benefiting from the systems, specialist support and scale of a broader advice network.

Advice capabilities

Subject to qualifications, experience and authorisation, advisers may provide advice across areas including:

- Superannuation

- Retirement planning

- Investments

- Risk insurance

- Cash-flow and budgeting strategies

- Centrelink-related strategies

- Estate-planning considerations and referrals

About you





We are interested in speaking with established advice practices and Financial Advisers who:

- Have at least three years of relevant financial advice experience

- Have completed the applicable education and adviser-examination requirements

- Are eligible for appointment and registration on the Financial Advisers Register

- Demonstrate strong professional judgement and client focus

- Have a sound compliance and professional-conduct history

- Want to operate or build their own advice business

- Hold Australian working rights

Why My Plan Group?

- An established Australian Financial Services Licensee
- A governance-led and responsive licensee model

- Independence to develop your own business and brand

- Transparent and competitive licensee fees

- Full onboarding and transition support

- Weekly revenue payments and clear reporting

- Access to research, technical and compliance expertise

- Group-level technology and service arrangements

- Paraplanning, training and professional-development support

- Direct access to licensee decision-makers

Start a confidential conversation

If you are considering starting your own advice practice, changing licensees or finding a better-supported setting for your existing business, we welcome a confidential discussion.

Apply through SEEK with your résumé and a brief cover letter outlining your experience and current or proposed business model.

All applications and initial discussions will be treated confidentially.

This is a self-employed, contractual business opportunity and does not constitute an offer of employment. Appointment is subject to My Plan Group’s due-diligence, onboarding, authorisation and agreement requirements.

📌 Financial Adviser / Advice Practice – Licensee Partnership (Brisbane)
🏢 Plan Group
📍 Brisbane