Most clients have questions about the licensee’s role and how it operates.

What does the term “licensee” mean?

Any business engaging in financial advice services must hold an Australian Financial Services Licence (AFSL) issued by the Australian Securities and Investments Commission (ASIC). This determines the scope of permitted activities, adherence to a compliance regime and the overall manner in which business is conducted. The company holding the licence is called the “Licensee”.

Australian Financial Solutions Group (AFSG) is a licensee company owned and operated by two Responsible Managers, Tim Geddes and Peter Collins.

AFSG holds an AFSL, and grants authority for its Authorised Representatives to perform financial services under the AFSG licence.

We pride ourselves on our ability to be able to offer high quality professional advice from simple through to more complex strategies. We have the expertise to assist you with the following services:

• Wealth Creation
• Superannuation
• Retirement Planning
• Wealth Protection
• Self Managed Superannuation Fund
• Estate Planning
• Debt Management

Our partnership with Zenith Investments allows us to provide our clients with relevant investment portfolios which match their investment philosophy. Our portfolios are regularly monitored and analysed so our clients can benefit from the extensive range of investments that have been researched and approved by an experienced investment committee.

Strategy and Modelling

Our Advisers can assist with strategic advice and financial modelling which works as a roadmap to help get to where you want to be. We can help you plan and evaluate your current financial situation and what you hope to achieve in years down the track.