Licensing Solutions for Financial Advisers
Akambo is the licensing specialist for financial advisers, advice firms, and accounting practices seeking AFSL accreditation. We offer solutions for changing AFSLs, new business offerings, or for firms and financial advisers seeking better oversight on their compliance and governance while maintaining their autonomy.
Akambo combines regulatory intellect, efficient infrastructure, back-office support, and customised guidance to help you establish and maintain a compliant and scalable financial advice service.
Support is the cornerstone of our healthy business relationships
We are more than a pathway to AFSL licensing. Our team is the operational scaffold supporting your business throughout its journey. Our comprehensive AFSL licensing solution includes a secure and exhaustive set of tools to ensure compliance and scaling opportunities:
- AFSL compliance framework
- Ongoing governance, regulatory, and risk support
- Back-office and operational infrastructure, including onboarding and reporting
- Dealer services and documentation tailored to your service model
- Paraplanning and investment solutions
- Technical integration and support
- Proven investment strategies via managed account solutions
- Strategic guidance to retain firm integrity
Partner with Akambo
For many financial advisors, AFSL licensing is essential to their growth strategy; however, the administrative, governance, and compliance requirements are a significant hurdle. Partnering with Akambo simplifies the process and provides a framework beyond documentation.
De-risk your service offering by leveraging an existing licensing infrastructure built and managed by an experienced team of professionals who support every decision.
Contact our licensing team today. You’ll be up and running quicker than you think.
“You can spend a year trying to build it all… or you can plug into Akambo and be running tomorrow”
Case Studies
Akambo supports financial advisers, advice firms, and accountants across Australia in building and growing their wealth management arm. We ensure compliance, high-performance SMAs, and licensing pathways. Our clients grow their business with complete autonomy. Read what they have to say about Akambo.
David - Partner Firm 1
Sam - Partner Firm 2
The partnership with Akambo has empowered Sam and his team to focus on growing their wealth division.
Anthony - Partner Firm 3
The strategic support from Akambo has created a blueprint for sustainable growth for this firm’s financial planning division.
Mark - Partner Firm 4
The results have been impressive. Since joining Akambo, this firm has grown its wealth client base from fewer than 10 clients to over 100 active groups, with more than AUD 150 million in funds under management.
David - Partner Firm 5
David has been an early adopter of Akambo’s services and continues to enjoy a longstanding relationship built on trust, responsiveness, and shared values.
Why
Akambo?
More Clients,
Less Complexity
Focus on growth, not investment administration. Our managed account solutions give you time to nurture your clients and grow your business.
Robust, Disciplined
Investment Process
Dynamic portfolio management, high-quality investments, risk management and diversified portfolio management.
Customisation and
Responsiveness
Tailored portfolios, responsiveness, and proactive communications are core to our philosophy.
Full Visibility &
Direct Ownership
Clients retain direct ownership of investments. Complete transparency and dependable communication.
Proven
Track Record
Consistent performance and an experienced investment team with over 260 years of combined experience.