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Site Content

Calculators & Tools

Financial Essentials

Calculators & Tools

Quick access to calculators and tools useful to share with clients to aide their education and understanding

Calculators

Financial Glossary

Financial Essentials

Calculators & Tools

Quick access to Financial Glossary to aide clients' understanding of terms used in your advice

Client Glossary

Financial Essentials

Financial Essentials

Time Saving Technology

Essential facts and figures that financial advisers generally 

access on a daily basis

Little Black Book

Time Saving Technology

Time Saving Technology

Time Saving Technology

Discover technology available to provide efficiencies in your business

Technology

FINTECH HUB

Time Saving Technology

FINTECH HUB

Discover what technology is available to support your business

FINTECH

Something's Missing

If you are using a great tool or resource you think should be included, let us know.

Useful Websites for Financial Advisers

The Australian Prudential Regulation Authority (APRA)

The Australian Prudential Regulation Authority (APRA)

The Australian Prudential Regulation Authority (APRA)

APRA is an independent statutory authority that supervises institutions across banking, insurance

 and superannuation 

and promotes financial system stability in Australia


APRA

Australian Securities & Investments Commission (ASIC)

The Australian Prudential Regulation Authority (APRA)

The Australian Prudential Regulation Authority (APRA)

ASIC is the national corporate regulator whose role is to 

regulate company and financial services and enforce laws to 

protect Australian consumers, investors and creditors. 


ASIC

Australian Stock Exchange (ASX)

The Australian Prudential Regulation Authority (APRA)

Australian Taxation Office (ATO)

ASIC acts as a market operator, clearing house and payments system facilitator. It oversees compliance with its operating rules, promotes standards of corporate governance among Australia's listed companies and helps to educate retail investors.

ASX

Australian Taxation Office (ATO)

Australian Bureau of Statistics (ABS)

Australian Taxation Office (ATO)

The ATO is the Government's principal revenue collection agency. 


The key role is to manage and shape the tax, excise and 

superannuation systems


ATO

Reserve Bank of Australia (RBA)

Australian Bureau of Statistics (ABS)

Australian Bureau of Statistics (ABS)

Australia's central bank, the RBA is responsible for monetary policy, determines payments system policy, works to maintain a stable financial system, issue the nation’s banknotes, operate the core of the payments system and provide banking services to the government

RBA

Australian Bureau of Statistics (ABS)

Australian Bureau of Statistics (ABS)

Australian Bureau of Statistics (ABS)

Australia's national statistical agency providing trusted official statistics 

on a wide range of economic, 

social, population and 

environmental matters



ABS

Centrelink

Dept. of Veterans' Affairs

Dept. of Veterans' Affairs

Centrelink delivers social security payments and services 

to Australians



Centrelink

Dept. of Veterans' Affairs

Dept. of Veterans' Affairs

Dept. of Veterans' Affairs

The Department of Veterans' Affairs (DVA) supports those who serve or have served in defence of our nation



DVA

NDIS

Dept. of Veterans' Affairs

NDIS

NDIS provides funding to eligible people with disability to gain greater independence, access to new skills, jobs, or volunteering and improved quality of life

NDIS

Money Management

Financial Standard

Money Management

Financial News and Research

CPD Toolbox - earn CPD

Money Management

Risk Info

Financial Standard

Money Management

Risk News, Research & CPD

Free Omnium Live Quotes

RiskInfo

Financial Standard

Financial Standard

Independent Financial Adviser (IFA)

Trade news and education 

Guide to series

Financial Standard

Independent Financial Adviser (IFA)

Independent Financial Adviser (IFA)

Independent Financial Adviser (IFA)

Daily online news geared to helping Australia's financial planners 

and advisers drive business growth


IFA

Australian Financial Review

Independent Financial Adviser (IFA)

Australian Financial Review

The latest Financial planners news, articles and analysis from Australian Financial Review


Financial Review

FS Advice

Independent Financial Adviser (IFA)

Australian Financial Review

The Australian Journal of Financial Planning is the definitive source of articles and case studies for financial planning in Australia

FS Advice

Financial Newswire

Financial Newswire

Financial Newswire

Financial Newswire serves advisers, fund managers, asset consultants and Super fund executives in the Australian financial services industry

Financial Newswire

Wealth Data

Financial Newswire

Financial Newswire

Market leading data insights and super-fast searchable Financial Adviser and AFSL databases


Wealth Data

Adviser Ratings

Financial Newswire

Australian Financial Complaints Authority (AFCA)

Over 15000 Financial Advisers are listed! Clients share their personal experience of advice by rating their financial adviser or smart tool.

Adviser Ratings

Australian Financial Complaints Authority (AFCA)

Australian Financial Complaints Authority (AFCA)

Australian Financial Complaints Authority (AFCA)

  The Australian Financial Complaints Authority provides fair and independent resolution for financial complaints.  

AFCA

Financial Services Council (FSC)

Australian Financial Complaints Authority (AFCA)

Financial Services Council (FSC)

  The FSC is a peak body which sets mandatory Standards and develops policy for more than 100 member companies in financial services. 

FSC
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