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Business Postal Address (if applicable)
Please attach two references that include your industry experience, qualifications or good fame and character from colleagues or clients who state they have known you for at least five years. This needs to be on their company letterhead and signed by them.
(Both files are required)
PLEASE PROVIDE DETAILS
View an example of a reference by clicking HERE
Please list your educational qualifications and attach proof.
(Include schooling level, degrees, diplomas etc).
These will be listed on the ASIC website under your name once you become authorised.
View an example of a Statement of Attainment for RG146 HERE
NOTE: Attach proof of meeting RG146 requirements:
1) Provide advice in Superannuation
2) Provide advice in Self-Managed Superannuation Funds
3) Including CPD/CPE training register, where qualifications were completed more than 2 years ago.
Please list your Financial Services Industry experience.
(Only applicable if you’ve provided advice under a licence in the past).
Please list the professional bodies with whom you have a membership.
Please attach proof below.
State whether in the last 10 years (All required):
NOTE: If you have answered Yes to any of the above, please provide further details as an attached document:
Please be advised that we have a 90 day application period, after which time your application will be automatically declined, you may be provided with the option to reapply – our re-application fee is $500 (exc. GST). * This cost is subject to change, as determined by the SMSF Advisers Network.