AFSL Dealer Group · Australia

[X] planners. $[Y]B AUM. One AFSL dealer group built differently.

Find a financial planner near you, or join a community of independent practices — where you keep control of your clients, your brand, and your future.

AFSL licensed & ASIC regulated Independent practices [Z]+ years operating
[X]
Planners across Australia
$[Y]B
AUM under management
[Z]+
Years operating
AFSL 000 000
Licensed & ASIC regulated
A Springboard-aligned financial planner welcoming clients
For people seeking advice

Find a financial planner near you.

Tell us where you are and what you need. A Springboard-aligned planner will reach out within 24 hours — no sales pressure, just a genuine conversation about your situation.

Submit your enquiry
For financial planners

Independent. Supported. Aligned.

Run your own practice without doing it alone. Springboard provides the compliance, technology, and community — you keep control of your clients, your brand, and your growth.

  • Transparent, flat-fee structure

    No hidden costs, no revenue splits that don't make sense. Know exactly what you pay — and exactly what you get.

  • Compliance + APL + tech stack, sorted

    ASIC-aligned compliance support, a curated approved product list, and modern advice software — the infrastructure you'd build yourself if you had 18 months to spare.

  • Practice growth that actually moves

    Business development, succession planning, and marketing support from people who've done it — backed by case-study evidence of AUM growth across our network.

Explore joining Springboard
Our services

Everything your practice needs to thrive.

Five pillars of support — purpose-built for independent financial planners operating under an AFSL.

Compliance

ASIC-standards, ongoing file reviews, audit support, and regulatory guidance — so you practise with confidence.

Technology

Modern advice software, paraplanning tools, and a secure client portal — technology that actually works for how planners practise today.

Research / APL

Independent product research and a curated approved product list — rigorously maintained, designed around outcomes not shelf-space.

Practice Development

Business growth, succession planning, and marketing support — with the practical evidence to prove it works.

Training

Ongoing CPD, ASIC-standards-aligned learning, and a peer network that treats professional development as a practice advantage.

Why planners choose us

Why planners and their clients choose Springboard.

Award-winning dealer group

Recognised for practice quality, compliance standards, and planner outcomes. Awards details to be confirmed — Tim to supply.

[Award year]
Proven AUM growth

Practices joining Springboard have grown AUM from $X to $Y within 24 months — supported by our practice-development framework.

$X → $Y AUM
Planner satisfaction

Our planners stay because Springboard delivers — on compliance, on support, and on the independence that matters to client outcomes.

[Z]+ years
AFSL licensed, ASIC regulated

Operating under AFSL 000 000. Every client interaction, every advice document, every process — to ASIC standard.

AFSL 000 000
Stories from our planners

What planners say about Springboard.

Meet our planners →

"Moving to Springboard was the single best decision I made for my practice. The compliance support alone saved me from two issues that would have been very costly — and the client outcomes have been measurably better since."

📈 AUM grew $Xm → $Ym in 18 months
Jane D. CFP®
Financial Planner · Melbourne, VIC

"The technology stack they've assembled is genuinely ahead of what I'd have built myself. I spend less time on admin, more time with clients — which is exactly what the practice needed to scale."

⏱ 40% less time on compliance admin
Marcus B. CFP®
Principal Planner · Brisbane, QLD

"I looked at three dealer groups. Springboard was the only one where I felt like my independence was genuinely respected — not just a talking point on a slide."

🏛 Full practice independence maintained
Sarah R. CFP®
Financial Planner · Perth, WA
For planners considering a switch

The honest guide to changing AFSL dealer groups.

What does it actually cost to move? What do you keep? What do you lose? We've written the guide we wished existed when we started. No spin — just the honest framework for making one of the biggest decisions in your practice.

  • What to audit before you move
  • How to protect your client relationships
  • The real cost comparison: what to demand
  • Red flags to look for in any dealer group

Download the free guide

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