Step 1

Commence your Application

Please enter your details below to begin your application for authorisation.

Please indicate which Tier you are applying to join:

  • Tier 1

    For Accountants who need basic authorisation (in line with the Accountants’ exemption) but want to refer financial planning advice to a qualified Financial Planner.

  • Tier 2

    For Accountants who need basic authorisation plus the ability to provide class of product advice on securities, simple managed investment schemes, and life/risk insurance.

  • Tier 3

    Full authorisation enabling you to provide full financial product advice.

  • Tier 4

    Full authorisation enabling you to provide full financial product advice plus initial and ongoing marketing and communications support, practice development support and technology systems and processes (inc XPlan)

Personal Details

  • First Name*:
  • Last Name*:
  • Middle Name:
  • Home Number:
  • Mobile Number*:
  • Fax Number:
  • Date of Birth*:
  • Place of Birth*:
  • Drivers licence or passport number*:
  • Number of years Australia Resident*:
  • Personal Email Address*:

Residential Address*

  • Address Line 1:
  • Address Line 2:
  • Suburb:
  • State:
  • Postcode:
  • Have you lived at above residential address for less than 5 years?* : Yes No