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Tangelo Assist Helpdesk
Compliance and advice quality help from experts
Help when YOU need it, with our helpdesk service Tangelo Assist
Our expert consultants will answer your compliance and advice quality questions; helping you troubleshoot and step through the answers.
As a Tangelo Assist member, we’re there for you when you have a question or need reassurance or a sense check.
Sometimes it’s the smallest of problems or questions that get us stuck and hold up the process.
A cost effective way of supporting your team - you benefit from:
Improved productivity: quickly resolve issues and keep the advice process going
Peace of mind: you've got a great team to help you navigate the complexity of the current regulatory environment
Confidence: we take the time to understand your question properly and use our combined 70 years experience to give you confidence in our suggested answer, checking in with you along the way
A service especially designed to help YOU
Advisers and advice practices who are authorised representatives of a licensee but need more help
Compliance staff in AFSLs
Smaller AFSLs or self licensed practices
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Why partner with Tangelo?
We’re experienced
Our consultants have over 70 years combined advice experience
We focus on the execution
We are focused, practical and results driven with proven execution ability
We think next level
We develop bespoke, innovative solutions that meet your needs
We’re trusted
We work to a high standard
and always offer you an
independent view