Support

As an independently owned AFSL, FYG Planners prides itself on its sharing culture. The three current FYG directors have over 100 years financial advisory experience and are always willing to assist advisers with strategy, planning and practice management advice.

We have advisers across the group with specialist skills in areas such as self-managed superannuation funds, business insurance, taxation, Centrelink, Veterans Affairs, mortgage broking and stock broking. And all of these people are very willing to assist other FYG colleagues.

Managing Director Peter Mancell has an active role helping FYG advice firms develop and monitor their business development plan. Peter has over 25 years’ experience in this facet of adviser support.

Due to our scale we have access to some of the best technical services people from leading financial institutions and these people are available to FYG advisers.

XPlan training and other IT training is provided at a modest cost to any new FYG Planners Adviser firm. However, day to day operational support is provided without any additional cost to the Adviser, this includes remote computer access for one-on-one problem solving.

Finally, we have a great support team of people who cover compliance, finance and IT, who are available to serve FYG advisers. All of the key FYG support staff have at least 5 years experience and some have been with us for more than 10 years.

If you’re looking for high quality support, but the ability to retain autonomy, give us a call on 03 6440 3555.

Or learn about FYG Planners’ compliance procedures.