WE WANT YOU TO BE A SUCCESS STORY

Infocus Securities Australia Pty Ltd ABN 47 097 797 049 AFSL and Australian Credit Licence No. 236523 t/as Infocus Money Management and Infocus Financial Advice

Head Office: PO Box 1856 Sunshine Plaza, QLD, 4558. Phone:07 5406 5000

JOIN INFOCUS

PARTNER WITH US

We enjoy partnering with advice businesses filled with like-minded people, passionate about striving for success.  We seek to partner with financial advice practices that are owned and operated by individuals that are professional, have a strong degree of business acumen, emotional intelligence, ambition and passion and most importantly have a real commitment to clients.

Learn how Infocus can add real value to your business and get in touch with us today.

Darren Steinhardt - Founder and Director
Phone: 07 5406 5000
Mobile: 0418 434 311
Email: darren.steinhardt@infocus.com.au

SUBMIT

ENQUIRE HERE

PRODUCT OPTIONS

Infocus is owned by management, staff and advisers. We have the ability to offer a broad range of financial products enables advisers to implement financial advice effectively and efficiently. We believe we have a ‘best of breed’ selection of platforms, managed funds, listed securities, cash, term deposits, risk products, etc.

BUSINESS AND PRACTICE DEVELOPMENT

Adding value to our business partners is our priority. We help you build a highly valuable business asset that stands out from the pack.  Our Business Development team, many of whom are former financial advisers, are experts in their field and are trained to provide you with support to grow your business.

COMPLIANCE SUPPORT

Infocus takes our compliance obligations seriously. We have one of the highest support staff to adviser ratios in the industry, ensuring we work closely with you to support you providing quality financial advice.

Our adviser recruitment process is robust. In addition to our normal due diligence process and previous licensee references, each adviser meets with our Leadership Team to ensure we share similar values and a client first advice philosophy. This guarantees we partner only with advisers who will be future industry leaders.

EDUCATION & TRAINING

We have one of the highest support staff to adviser ratios in the industry, ensuring we work closely with you to support you providing quality financial advice. We offer a mentoring program and many Professional Development conferences and events.

MARKETING SUPPORT & COMMUNICATIONS

Finding and engaging with new clients is one of your keys to success. Our Marketing team supports the delivery of marketing tools designed to enhance your business’ client engagement strategy and in turn, your business’ productivity.

TECHNICAL SERVICES & SUPPORT

We are able to provide you with full back-office support. iBOS (Infocus Back Office Solution) is a service provided by Infocus that will proactively do whatever it takes within the scope of our industry to address all back office related functions of your business, allowing you to successfully prospect, service and grow.

We are constantly innovating to deliver new and improved ways to help our Advisers

JOIN INFOCUS

INFOCUS

Infocus commenced operations in 2001 after humble beginnings as a financial advice business in 1994.

GROWTH

Over 160 financial advisers operating throughout the country, supported by our team of over 70 staff operating from 5 corporate offices.

CUSTOMER FOCUSED

We have one of the highest support staff to adviser ratios in the industry.

Contact us for an obligation free chat for more information

JOIN INFOCUS

PARTNER WITH INFOCUS AND JOIN A COMMUNITY OF SUCCESSFUL FINANCIAL ADVISERS 

Our AFS Licensee client value proposition (CVP) is to be the Partner of Choice for Successful Financial Advisers. 

We deliver on our CVP by working with our partners to grow revenue, enhance efficiencies and effectively manage risk: it’s our belief that the growth and success of our business is driven by the growth and success of our partners businesses. We seek to partner with financial advice practices that are owned and operated by individuals that are professional, have a strong degree of business acumen, emotional intelligence, ambition and passion and most importantly have a real commitment to clients.

PARTNERSHIPS ON OFFER

Infocus is a full-service dealer group, offering a high quality, wide range services at competitive commercial terms . Our unique referral partnership with H&R Block offers advisers the opportunity to grow your business.

WHY JOIN US?

ADVISER TECHNOLOGY

Infocus provides award-winning client engagement and advice process management technology. This gives your business a one-stop-shop approach to technology with one integrated solution for your business.

For your clients, our technology offers everything from full CRM capability to online fact find, automated advice generation wizard through to straight-through processing into preferred platforms. Clients have access to an efficient client portal allowing them to view their assets and liabilities, communicate with their adviser, and opt in and complete fee disclosure statements online.

For your business, inbuilt business benchmarking and real-time monitoring of all client interactions means your business is more efficient and manages your risk effectively.

WE ALSO HAVE:

Fix the following errors:
Hide