Centrepoint Alliance
@CentrepointAL
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As one of Australia's leading networks of financial advisers and brokers, we help build future prosperity for hundreds of thousands of Australians.
Australia
Joined March 2014
Whether you operate under one of our licences or run your own #AFSL, we provide the tools, tech, and support to help your firm grow. Learn more π https://t.co/JGW5chgFFA
#centrepointalliance #licenseeservices #practicedevelopment #advicesolutions
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Staying ahead with technology in #financialadvice is essential. With a highly resourced tech team, we can strategically support member firms π https://t.co/Mo9lwRp2m9
#centrepointalliance #licenseeservices #afsl #techstack
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By centralising account management with #IconiQ, firms can ensure portfolios are up-to-date and accurately maintained, improving the client experience. Learn more π https://t.co/tvxxZZRLCD
#fintech #clientmanagement
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Running a #financialadvice firm can be challenging, especially as it grows and evolves. Partnering with us means youβre never navigating it alone. Learn more π https://t.co/wpnRpEUi6j
#centrepointalliance #licenseeservices #afsl
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The Centrepoint Alliance #RiskandReturnsRoadshow is back! Kicking off on the 17th of February in Perth, donβt miss this chance for #industryinsights and to connect with your peers. Register via your adviser portal π #centrepointalliance #licenseeservices
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As Debbie Rumbelow (Regional Manager, SA) says, supporting the #nextgeneration of #financialadvisers is crucial to #successionplanning. Learn how she's supporting practices π https://t.co/EcBgaTGS0n
#centrepointalliance #licenseeservices
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#IconiQ is powered by #FNZ (the leading global #wealthmanagement platform), meaning it's a continually evolving, reliable #portfoliomanagement platform. Learn more π https://t.co/rFXkBgsugE
#advicetech
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We partner with advice firms at every stage - from startup to sale, tailoring our approach to focus on individual practice needs. Learn more π https://t.co/Roycm9jIKO
#centrepointalliance #licenseeservices #practicedriven #startuptosale
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At Centrepoint Alliance, we offer a flexible model that lets you choose how you operate and the level of support you receive. Learn more here π https://t.co/MWACm5Gclq
#centrepointalliance #licenseeservices #afsl #selflicensed #flexiblesupport
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#GlennClay works closely with firms to understand how their business operates currently, offering insights into #operationalefficiency. Learn more about his approach π https://t.co/7VHF2JDYDi
#centrepointalliance #licenseeservices #practicegrowth
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With #IconiQ, registering and activating a new client account is simple, structured, and secure for you - and your clients. Discover more π https://t.co/vYEjmYJ4KE
#clientonboarding #clientmanagement
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There are 5 key things to consider before joining a licensee. Download our whitepaper to find out π https://t.co/kMeKX3h4Pw
#centrepointalliance #licenseeservices #compliance #licensee #financialadvice
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Our next Virtual #Masterclass series is launching early next month! Register via your Adviser Portal. Learn more about our #advicesolutions ππ https://t.co/EIcDFkuNRm
#centrepointalliance #licenseeservices #financialadviser
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Whether tech assistance, #regulatoryguidance for #selflicensed practices, or PD, we provide support where firms need it most. Learn more π https://t.co/5azVEGPQBJ
#centrepointalliance #licenseeservices #financialadvice
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At #IconiQ, we understand that sometimes you need to explore a solution before committing. Thatβs why we offer live demonstrations. Book here π https://t.co/5vgho5ngjW
#fintech #technologicalinnovation
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Many #financialadvice firms are feeling increased pressure on capacity. We aim to help them reclaim time through #operationalefficiency. Learn more π https://t.co/EIcDFkuNRm
#centrepointalliance #licenseeservices #profitablegrowth
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In 2025, together, weβve built stronger client outcomes and more sustainable businesses - and thatβs worth celebrating. Here's to 2026 -#newyear of growth and #newopportunities #centrepointalliance #licenseeservices #HappyNewYear π https://t.co/wyYR29iES8
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Whether you want to join one of our licences or run your own #AFSL we provide the support, services and knowledge you need to help grow your #financialadvice business. Learn more π https://t.co/MWACm5Gclq
#centrepointalliance #licenseeservices
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When you join Centrepoint Alliance, you're not just joining a licensee. You join a network that's invested in your success. Explore our Advice Solutions here π https://t.co/MWACm5Gclq
#centrepointalliance #licenseeservices #growthpartner
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From all of us at Centrepoint Alliance, we wish you and your loved ones a safe, happy, and restful holiday season! #MerryChristmas from our team to yours β¨ #centrepointalliance #licenseeservices π https://t.co/wyYR29iES8
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