How to become a financial adviser

Our purpose is to help all Australians make better choices for a better life. We believe that all Australians have the right to home loan and financial advice from experts they can trust – experts who give the right advice for our customers in a simple and transparent way.

If you believe in putting the customer first and enjoy helping people make better choices for a better life, you could be just the person we are looking for.

Are you a qualified financial adviser looking to partner with a company that offers the potential for immediate leads and an untapped resource of wealth accumulators?

At FinChoice and Mortgage Choice, we offer driven individuals the opportunity to take their career to the next level by investing in a financial planning business with a trusted national brand.

We have ensured that by keeping our Financial Planning and Mortgage Broker franchise system separate our advisers and brokers remain as individual experts in their profession rather than competitors that are trying to wear two hats.

This is a great example of how we ensure that our customers are provided with specialist advice to make sure that we are delivering the best customer experience possible whilst dealing with the same trusted brand.

Leads from day one

One of the common barriers to success for financial advisers is generating new leads.

Often, taking out a home loan is the first step a consumer will take when considering their financial future and thinking about financial advice.

Our network of 500+ established brokers provides a great opportunity to partner with a broking franchise to access their customer base and build rewarding, lasting relationships at a point in their lives when you can make a great difference.

Proven support in building small businesses

After spending over 25 years’ growing and nurturing our model, we have been extremely successful in helping franchisees develop successful small businesses. The combination of ongoing training, development and strict compliance has lead to this success.

This is really one of our core strengths.


Comprehensive APL across platforms, including industry super funds, insurance providers, managed funds, direct shares, ETFs, SMAs, investment bonds, annuities, margin lenders and bank deposits.

You may be the right person for us if you have a proven track record in providing financial advice with demonstrated experience across insurance, superannuation, retirement planning and wealth creation.

As an experienced financial adviser, you should as a minimum:

• Be on track, or already meeting, the Adviser Education Standards set by FASEA
• Have around 5 years’ proven success as a financial adviser
• Possess exceptional relationship building skills
• Be able to demonstrate excellent verbal and written communication skills
• Hold registration with the Tax Practitioner Board as a Tax (financial services) Agent

Yes, you can!

Our current franchises are constantly growing and are often in need of new advisers. Contact our recruitment team and they will be able to put you in contact with the right franchisee.

As a part of your journey to becoming a FinChoice franchisee,  you will receive a comprehensive induction course to help you establish and run your own business under the FinChoice brand.

Additionally, we hold ongoing webinars and state-based events including software training, provider updates and professional development days. You can find out more about our support program by downloading our information pack below. Read more about the support you receive here.

Contact FinChoice franchising today