Our Services

Advisory Circle was built with a single purpose — to connect advisers and businesses to a shared framework where compliance, partnership and growth go hand in hand. Whether you're an individual adviser or a growing business, there's a place for you in our circle.

Authorised Representative Services Corporate Authorised Representative Services

Authorised Representative Services

For individual advisers ready to thrive under a trusted AFSL

Whether you're a sole adviser or a small practice, becoming an Authorised Representative of Advisory Circle means you're never operating alone. We built Advisory Circle with the belief that every adviser — regardless of size — deserves access to a professional framework, a supportive community, and the infrastructure to grow with confidence.

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What's included

Authorised Representative appointment and onboarding
Access to Advisory Circle's operational framework
Compliance supervision, oversight and breach support
Shared resources, templates and documentation
Ongoing training and competency support
Connection to the Advisory Circle adviser network
Regular compliance reviews and check-ins
Internal support from a board of like-minded professionals

Corporate Authorised Representative Services

For businesses partnering with an AFSL to scale and collaborate

Advisory Circle was purpose-built to connect businesses — whether you operate with one adviser or a team of ten — to a single, cohesive framework that supports compliance, partnership and growth. As a Corporate Authorised Representative, your business gains access to our shared infrastructure, internal advisory board, and a community of professionals who hold the same values.

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What's included

Corporate Authorised Representative appointment
Onboarding for all advisers within your business
Single compliance framework across your entire team
Shared operational resources and business tools
Access to Advisory Circle's internal advisory board
Collaborative network of partner businesses and advisers
Scalable support as your team grows
Compliance oversight, monitoring and reporting

The Advisory Circle Difference

Built on shared values, not just shared licences

Advisory Circle was designed from the ground up to be more than a licensing arrangement. We are a community of advisers and businesses who believe that compliance, partnership and growth are not competing priorities — they are the foundation of a sustainable practice.

Compliance

A shared commitment to operating within the highest regulatory standards — protecting your clients and your business.

Partnership

We don't just licence you and step back. We work alongside you as a genuine partner invested in your success.

Business Growth

Access to shared resources, operational frameworks and a collaborative network designed to help your practice grow.

Community

Join a family of advisers and businesses who support each other, share knowledge and thrive together under one roof.

Join the Circle

Ready to find your place in the circle?

Whether you're an individual adviser looking for a home or a business seeking a licensing partner that truly invests in your growth — we'd love to have a conversation.

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