3 Ways to License
with Banyan Advisers
Banyan has developed 3 distinctive licensing packages to deliver the highest possible value and ROI, depending on your circumstances and vision for your business
Who is Banyan Core suitable for?
Core is suitable for accountants and advisers requiring authority to provide limited advice, particularly in relation to setting up or winding up an SMSF.
What it allows for:
Recommend the establishment or winding up of an interest in SMSF;
Provide advice on contributions and/or pensions on a client’s existing superannuation;
Provide class of product advice (advice that doesn’t involve a specific product recommendation) on basic deposit products and superannuation;
Access the core areas of support and assistance to be successful in your business under the Banyan licence.
Who is Banyan Elite suitable for?
Elite is designed for experienced advisers with 5 years or more experience working in the real world of advice, seeing and engaging with clients, developing comprehensive strategy and delivering high quality advice across a broad range of products and strategy disciplines.
Elite is for advisers and firms who have an established brand and corporate identity and wish to maintain this brand autonomy.
What it allows for:
Comprehensive strategic and product advice across the maximum range of asset classes, products and strategy disciplines;
Full access to the entire suite of services, tools, benefits and support that Banyan offers to maximise the chance of fulfilling your business vision and objectives.
Who is Brightday Advisers suitable for?
Brightday Advisers is a nationally-established wealth, financial prosperity and superannuation brand. Our vision is to grow the wealth of Australians by making sound, actionable financial advice accessible to everyone.
Brightday has an established network of referral partners and marketing initiatives to empower its Brightday advisers firms to grow their business and build a successful practice around great clients who value advice, resonate with the Brightday vision and are aspirational towards a brighter future.
Advisers licensed under Banyan may apply to become a Brightday Advisers firm, utilising the Brightday brand, accessing the Brightday leads and referrals network, and tap into a wealth of extensively crafted processes, systems and support to help grow their practice successfully.
Brightday Advisers firms also receive all of the services, tools, benefits and support available to them under the Banyan license.
Joining Criteria:
Subject to application and acceptance
At least 5 years or more experience working in the real world of advice, seeing and engaging with clients, developing comprehensive strategy and delivering high quality advice across a broad range of products and strategy disciplines.
Must transition existing practice across to the Brightday Advisers brand
What it allows for:
Comprehensive strategic and product advice across the maximum range of asset classes, products and strategy disciplines
Access to the Brightday Advisers leads and referrals network, proprietary processes, systems and support
Full access to the entire suite of services, tools, benefits and support that Banyan offers to maximise the chance of fulfilling your business vision and objectives