Compliance
ASIC-standards aligned. Ongoing compliance reviews, audit support, and regulatory guidance — so you never miss a requirement.
AFSL XXXXXX — For financial planners
Build your practice
without the compromises.
An environment where advisers are supported, not restricted — expert judgement respected, innovation encouraged, compliance integrated into everyday practice. AFSL-licensed, Lonsec-rated APL, anchored in s912A(1)(a).
For financial planners
Independent. Supported.
Aligned.
I.
Flat-fee, transparent structure
No hidden costs. No revenue-share surprises. You know exactly what you pay each month — and exactly what you get for it. The opposite of how most dealer groups bury their pricing in volume bonuses and product spreads.
II.
Compliance, Lonsec-rated APL + technology — included
Everything you'd build yourself if you had the time: ASIC-aligned compliance under s912A(1)(a) of the Corporations Act 2001, a Lonsec-rated APL (Recommended or Highly Recommended only — no in-house product, no manufacturer relationships), platform neutrality, and modern advice software wired into a secure client portal. We carry the infrastructure so you can carry the relationships. See the full investment framework →
III.
Practice development that moves the needle
Business growth coaching, succession planning, peer mentorship — from a team that has grown practices like yours. Not theoretical frameworks; actual playbooks tested in the field by Australian planners working under Australian compliance.
Onboarding requirements
Rigorous due-diligence — from day one.
Every adviser seeking authorisation under Springboard Wealth signs an attestation form as part of our due-diligence and risk-management process. The attestation confirms that incoming advisers have not provided advice or recommendations relating to the Shield Master Trust or First Guardian Master Trust products. It is one of several checks we run to ensure the integrity of our adviser community.
PDF Adviser Attestation — Shield & First Guardian Master Trust Required for authorisation • PDF, ~50 KBSee the full governance framework for the principles this attestation supports.
Our services
Everything a planner's practice needs.
Five core service pillars — each designed to reduce the administrative burden on your practice so you can focus on what matters: client outcomes.
Technology
Modern advice software, paraplanning tools, and a secure client portal. Technology that works for your practice, not against it.
Research / APL
Independent product research and a curated approved product list. No conflicted recommendations. Pure product quality.
Practice Development
Business growth, succession planning, and marketing support. Practical tools — not theoretical frameworks — for building a sustainable practice.
Training
Ongoing CPD, ASIC-aligned professional development, and peer learning forums. Keeping you ahead of the regulatory curve — without the grind.
Talk to us
Let's see if Springboard is the right fit
for your practice.
Tell us a little about where you are and what you're looking for. A senior member of our team will be in touch — typically within two business days.
- 1. We review your details + current practice setup.
- 2. A senior team member calls to understand your goals.
- 3. If we're a fit, we walk you through the transition path.
Your details stay with our team. We never share planner enquiries with third parties. See our Privacy Policy.