Industry Expertise, Unparalleled Service

We have deep experience and an unmatched passion for improving the value of our advice and finding practical solutions for our clients.

Joint submission to the Quality Advice Review
AFSLs, Regulatory Reform, Financial Advice Practices, Compliance obligations, QAR, Quality of Advice Review Guest User AFSLs, Regulatory Reform, Financial Advice Practices, Compliance obligations, QAR, Quality of Advice Review Guest User

Joint submission to the Quality Advice Review

We welcome the opportunity to provide feedback on the Quality of Advice Proposals Paper published on the Treasury website 29 August 2022. As an overall comment, our three companies are committed supporters of a well-functioning financial advice industry and see the proposal as a significant step forward in terms of encouraging autonomy and professionalism in our industry.

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Prepare for ASIC to focus on small end of town
Tangelo in the media, AFSLS, Financial Advice Practices, Regulatory Reform Guest User Tangelo in the media, AFSLS, Financial Advice Practices, Regulatory Reform Guest User

Prepare for ASIC to focus on small end of town

Businesses need to plan for the fact that ASIC could come into their business. Explaining something away or saying “I haven’t done that sorry” no longer cuts it when you run a licensee. If they do come in, they are not going to worry about how you feel.

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Take our free health check to assess the gaps and opportunities in your business.

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  • "I find Tangelo team's style to be refreshingly intuitive and 'real'".

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Our Gap Analysis is proven to get results.

We’ll meet with you to understand your challenges, review your policies and processes, and speak with your staff. From there, we'll develop a straightforward, actionable plan to get started.

When you have a framework for success, with precisely what you need to fix and how, it’s hard to get it wrong.

Speak to us today, and let’s get started.