Australian Financial Services Licence — AFSL [pending]

The dealer group built for planners who run their own practice.

Independent. AFSL-credentialed. Designed around your client outcomes — not ours.

[X]+
Financial planners across Australia
$[Y]B
Assets under management
[Z]+
Years in operation
AFSL [pending]
Our AFSL licence number
For people seeking advice

Find a financial planner near you.

Submit your postcode and the type of advice you're seeking. A Springboard-aligned planner will be in touch within one business day to discuss your needs — no obligation.

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For financial planners

Independent. Supported. Aligned.

Springboard gives you the compliance, technology, and practice-development infrastructure that would cost you $300k+ to build yourself — at a flat, transparent fee. No hidden costs. No conflicts of interest.

Explore joining Springboard
01
Transparent, flat-fee structure
No percentage-of-revenue charges. No platform rebates. No soft-dollar arrangements. You know exactly what you pay — and why.
02
Compliance, APL, and tech — done for you
ASIC-aligned compliance framework, curated approved product list, modern advice technology stack — everything you'd need to build yourself, already built.
03
Practice development that moves the needle
Client acquisition, succession planning, marketing support, peer learning — backed by measurable outcomes from practices inside the Springboard network.
Our services

Everything a modern practice needs to thrive.

Five pillars of support — built so you can focus on your clients.

Compliance
ASIC-aligned framework, ongoing reviews, audit support, and regulatory change management.
Technology
Modern advice software, paraplanning tools, and a secure client portal — integrated and supported.
Research & APL
Independent product research and a rigorously curated approved product list, updated continuously.
Practice Development
Business growth strategy, succession planning, marketing support, and client acquisition frameworks.
Training
Ongoing CPD, ASIC-standards-aligned modules, and peer learning from the Springboard planner network.
Why Springboard

Why planners and their clients choose us.

In a market full of dealer groups that exist to distribute product, Springboard is built around one thing: your practice and your clients' outcomes.

Award-winning practice support Recognised by [Award body TBC] for practice-development outcomes — confirmed at discovery call.
[Z]+ years of operation Established in [year TBC]. A track record of compliance, growth, and planner-first decision making across multiple regulatory cycles.
No product conflicts of interest Springboard does not receive product rebates, platform commissions, or soft-dollar arrangements. Our incentives are entirely aligned with yours.
Consumer-facing trust signals Every Springboard-aligned planner can display our AFSL prominently. We exist to make your clients feel more confident — not less.
Financial planner at desk, focused and professional — editorial portrait
Stories from our planners

What Springboard planners say.

AUM: $[X]M → $[Y]M in 18 months

The practice development support isn't theoretical. We had a real business-growth plan, real accountability, and real results. I've been with three dealer groups — Springboard is a different category.

Compliance review: zero findings

I came from a bank-owned dealer group where compliance felt adversarial. At Springboard it feels collaborative — the team genuinely wants you to pass, and they give you the tools to do it.

Onboarded in [X] weeks

Switching dealer groups sounded daunting. The transition team mapped every step, handled the ASIC notifications, and had me fully operational before my first month was up.

For planners considering a switch

The honest guide to changing AFSL dealer groups.

What nobody tells you about switching: transition costs, data-portability rights, ASIC timing, and the five questions to ask every dealer group before you sign. Written by people who've seen the inside.

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