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.
Government announces QAR response
Conrad Travers shares his thoughts about Minister Stephen Jones today’s announcements in mid June 2023 regarding the government’s response to the Quality of Advice Review (QAR).
A summary of the government’s response; assuming this passes the legislative process:
Safe harbour removed from BID.
Ongoing fee renewal (FDS) removed and fee consent to be consolidated in one industry wide form.
SOA replaced with "fit for purpose" advice record
Wholesale warnings to come in
Consent requirements for life, general and CCI
Case study: Help us to simplify compliance
A mid-tier licensee not sure where to start got a simplified compliance approach, 40% improved paraplanning turnaround and an uptick in adviser engagement
Take our free health check to assess the gaps and opportunities in your business.
-
![]()
"The efficiencies delivered for our business were felt within the first month."
Brenton Ritchie
-
![]()
"Thanks for making business simpler, more lucrative and fun again."
Maurice Patane
-
![]()
"The Tangelo team were proactive, highly experienced and skilled."
Sonya Choi La Rosa
-
![]()
"They have proven to be an invaluable outsourced resource."
Phil Creswell
-
![]()
"Tangelo's expertise, professionalism, and delivery exceeded my expectations."
Chris Digby
-
![]()
"I find Tangelo team's style to be refreshingly intuitive and 'real'".
Michael Tadros
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.