Product Providers

Advice & compliance expertise for product providers

Quality advice-led product
tools & documentation

We design and develop practical guides and tools to effectively position your product, helping advisers to deliver high quality advice that enables them to meet best interest requirements.

We also supply you with comprehensive training materials and a change management plan.

Advice & compliance support as you need it

We understand you may not have the specific expertise, or the time and resourcing to do all the work. Our team of advice and compliance experts can support you across your projects and services.

Ongoing advice & compliance
Support

Customised support giving you access to Tangelo’s expertise to drive efficiency and get results in your day-to-day operations with our Partnership Program

  • “Tangelo understood our immediate needs with regular engagement and delivered final drafts ahead of proposed timeline. They applied current paraplanning knowledge and expertise to build a highly effective template taking into account the unique strategies our product allows.”

    -Product Issuer

  • Tangelo not only achieved the brief we gave them, they met the milestones along the way and exceeded our expectations both in communication throughout the engagement and the production of the end result. I would thoroughly recommend Tangelo as experts in their field, and we are looking forward to continuing the relationship.

    -Wealth Manager

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

Questions? Book a call with us and let’s talk

Previous

Australian Financial Services Licensees (AFSL)
Next

Tangelo Assist Helpdesk