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Affinia helps licensees stick to rules

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Dealer group Affinia has introduced a support service to help Australian financial services licensees (AFSLs) with compliance and other business requirements.

“Being a financial planner and operating a licensee are very different roles, requiring different skills and expertise,” Affinia Head Marcus O’Sullivan said. “For this reason, it is important for AFSLs to partner with dealer-to-dealer services to assist them in navigating the regulatory environment.”

Mr O’Sullivan says Affinia Access can provide white-labelled AFSL infrastructure, compliance and advice resources, marketing and business development support, and access to professional development courses.