Advisers have the choice of joining Acumen Investors as Corporate Authorised Representatives (“CAR” under their own ABN) or as individual Authorised Representatives (see below “Working at Acumen Investors”). The appropriate licensing structure takes the Advisers’ preferences into consideration in addition to Acumen Investors’ assessment of the Advisers’ knowledge and experience in financial advisory and investment advice and products and the profile of their client base. Get in touch to discuss in details confidentially.
We take both a structured and tailored approach to your needs.
Advisers are offered three packages to choose from.
The Complete Package offers either Module 1 or 2 only, Full Service offers
Modules 1 and 2 together whilst The
Customised Package offers the services of all 3 Modules together.
Module 1: Access to all of Acumen Investors’ stockbroking set ups and third
party relationships, securities trading and
reporting platforms (for ASX and global exchanges), Proprietary Client and
Adviser Portals, Independent institutional
research and Curated Managed Portfolios. All Advisers’ clients enjoy full
portfolio reporting and administration with
mobile access.
Module 2: Financial Planners have access to a full suite of CRM, software and
paraplanning support including access to
Acumen Investors’ Curated Managed Portfolio (Multi-assets at various risk
profiles and Australian-shares only) made
available for a seamless single entry of client data, advice delivery and
investments.This include all superannuation
needs.
Module 3: The Customised Package offers CARs the added flexibility and
assistance in customising dashboards, websites
and white labelling and the setting up of systems of choice. This package
includes the assistance of curating a managed
portfolio to suit your client base (size dependent).
In all instances, Acumen Investors works closely with the Advisers and look to
assist and support where needed in:
Acumen Investors’ excluded Products and Services are: Crypto, FX trading, Futures and CFDs
We welcome innovative, progressive Advisers who are looking for a flexible working environment. Top priority for Acumen Investors is that you are firstly compliant (with financial regulations) as that will ensure your longevity in the industry. Next, we believe in being at our best for our clients, maintaining peak performance. That, requires work, persistence, and dedication. This is where we come in; we help, we provide, we guide; so that together, we can all operate at peak performance.
We believe in long term relationships; this is evidenced by the decades of Adviser/Client relationships we have established with our clients, including their children especially when they pass on. Likewise, we desire to develop long-term working relationships with our Advisers. We adapt, we evolve, and we grow together as Advisers and as a firm. This is the best guarantee of being the best for our clients.
We continually evaluate and adopt new technology and digital tools to promote Adviser efficiency and to keep costs at bay. We welcome Advisers who are technological savvy and desire to use technology in enhancing their advisory process, increasing their productivity and keeping fees fair for clients.
If you share our philosophy, we’d love to hear from you.
Get in touch
