AWSM Australia

at Level 54, 111 Eagle St, Brisbane , 4000 Australia

1. Tax Preparation
2. Mortgage Brokers
3. Financial Planning
4. Computers & Technology

AWSM is a B2B service provider offering a white label solution to enable existing businesses to expand into Financial Services.

Description

AWSM is a dealer group with a major difference. We are not just about the provision of licensing. We are a completely client (end-user) centric dealer group offering you all the tools available to service your clients as effectively as possible. We offer access to the traditional financial services:- • Mortgage broking • Financial planning • General insurance • Accounting and tax advice • Legal services We offer the suite of other practice management services:- • Compliance management • Marketing and lead generation • Coaching and training of advisers (including CPD) • HR and recruitment services • IT support • Brand development (or white label solution) We also offer a full range of administration support functions:- • Paraplanning • Loan lodgement and processing through to settlement • Financial planning implementation services • Commissions reconciliation management In addition, you will also get access to:- • Investment management, asset management and model portfolios developed and backed by one of the largest and most recognised research houses – Morningstar • Over 30 different lenders incorporating home and investment lending, commercial loans, plant and equipment and general insurance • Strategy and technical advice support • Flexible “user-pays” pricing structure • The newest and most sophisticated IT solutions available:- o A personalised client relationship management software tool to manage your clients’ financial journey o State-of-the-art budgeting and cash flow management software Our model and the systems and processes to support it, works best for you and your business and allows you to service your clients better than ever before. If you are passionate about providing a holistic financial service to suit your clients’ needs, and are looking for a complete and professional solution then we are the right fit for your financial services business.

Company Rating

95 FB users likes AWSM Australia, set it to 20 position in Likes Rating for Brisbane, Queensland, Australia in Computers & Technology category

Summary

AWSM Australia is Brisbane based place and this enity listed in Tax Preparation category. Located at Level 54, 111 Eagle St QLD 4000. Contact phone number of AWSM Australia: 0411 588 885