Accountants

HOW INTRINSIC AFSL SOLUTIONS FITS WITH YOUR PRACTICE

Our service focuses on start-up and established AFSL holders. With more than 35 years hands-on experience managing financial services businesses we have the detailed knowledge that others don’t, this makes us unique and why we are a complementary service to yours.

Intrinsic takeovers over from where yours left off. We don’t compete with you.

If you have a client that is considering becoming an AFSL holder, we offer a sounding board service, where we can discuss with them all of the positives and negatives of becoming an AFSL holder. We can do this in conjunction with you.

EPICENTER FOR AFSL SERVICES

We are the epicentre for entities wanting a Australian Financial Services Licence (AFSL) or have an AFSL. Our services go beyond merely obtaining an AFSL

AFSL APPLICATIONS

We can make an application to ASIC for an AFSL and do all that is necessary for them to obtain an AFSL.

After they are granted an AFSL we supply all the policies and procedures necessary to establish and manage their financial services business. We are unique in this regard and we make it a lot easier for them to turn their objective into reality.

BENEFITS TO YOUR ACCOUNTING BUSINESS

YOUR CLIENTS

We recognise that if you refer a client to Intrinsic, they remain your client. If you wish to engage Intrinsic AFSL Solutions to your with your client, we will invoice your business directly.

This means that any Accounting and Audit work that arises from that client, will remain with you.

If you elect to engage with Intrinsic, we will copy you into any communications we have with your client, thereby ensuring that you are always ‘in the loop’ with issues and progress toward goals. This will help you build a stronger relationship with your client.

We offer a ‘white labelling’ service to you. We are happy to sit in the background while you deal with the client.

WE OFFER A COMPLETE PACKAGE OF SERVICES TO START-UPS AND ESTABLISHED AFSL HOLDERS

We believe that when you mention our services to your clients with an AFSL (or want one), your service offering will be seen as greater than it is now and this will be a comfort to them, encouraging them to continue to provide business to you.

START-UPS

Through your business we over an AFSL start-up a services, in particular a Library of over 300 policies and procedures as well as hands-on experience in completing due diligence questionnaires, industry questionnaires, regulator requirements, winning institutional investment mandates and so on.

We have established a number of financial services businesses from scratch.

What we offer your client is a quick way to break into the serious end of the financial services market where we gained our experience, including senior roles at some of Australia’s largest financial services businesses.

ESTABLISHED AFSL HOLDERS

There are many ASFL holders. All AFSL firms are established to be successful. Few ever reach their potential.

There are many services we offer that will help them grow while staying efficient and meeting competitive challenges.

This website outlines many of the ways we can assist them be successful.