LICENSING SOLUTIONS FOR

MODERN FINANCIAL ADVISERS.

By Advisers. For Advisers.

Our Story

We tried being employed advisers.

We tried being self-employed through a traditional dealer group.
It was all too hard, too expensive and ultimately affected the advice we could give.

Instead we decided to create a modern AFSL that solved the problems we were (and are) having as advisers. We’re aiming for efficient, common sense compliance. We don’t want a percentage of your business; so we’ve decided to stick with reasonable, fixed fees. And we’re sure you understand when we say… we have an APL “without an agenda”.

Why are we called COBALT ADVISERS? … we just like the colour.

Are you an Adviser looking to join Cobalt Advisers?

Common-Sense Compliance

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Fortnightly Remuneration

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Reasonable, Fixed Fees

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Community Sized AFSL

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Local Directors

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Technology Driven

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Adviser Run

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No AFSL % Split

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Month to Month CAR Agreements

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Our Licensing Solutions:

Unique
Start-Up
Option
  • Become a ‘self-employed’ adviser without starting from scratch

  • Use an ‘Established Brand’ from day one
  • Client ownership as a % split
  • Your licensing fee as a % split
  • No fixed expenses
  • No expensive start-up costs (web, brand, licensing etc)
  • Ability to transition into your own business no AFSL change
  • Piggy-back off another advisers pricing, processes, lead gen
  • Coaching in any required advice areas
  • All the other benefits of being on a modern license
  • Positions currently available in Brisbane, Melbourne, Sydney & Adelaide







  • Percentage splits & Ownership Negotiable

Self-Licensed+
  • The benefits of: being self-licensed and using a dealer group in one solution

  • Your AFSL (we can assist in application)
  • You own 100% of your clients
  • You control 100% of your clients
  • All remuneration sent directly to your AFSL bank account
  • We can tailor a support package to include what you need:
  • Set up with Monitoring bodies (AFCA etc)
  • Processes & AFSL Policies
  • ASIC Communication
  • Committee Meeting Management
  • APL management
  • Breach Reporting
  • Authorising CAR/ARs
  • Compliance Monitoring
  • Vetting, SOA Audits
  • CPD Monitoring & Assistance
  • Remuneration Management
  • ASIC Financial Audits
  • Produce Provider negotiations & agreements

  • Management Fee tailored to what services you require. Suited to an advice business with a turnover of $500k+

Welcome to Cobalt

10 Things that MAKE or BREAK a Single Adviser Practice
How to: Dealer Groups - Finding, Changing, Evaluating, Avoiding

Our Partners

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