Whether you have an AFSL or are looking to apply, we can provide the flexibility, control and support to keep you compliant and profitable.

Managing your AFSL shouldn’t mean less time with your clients

If you want a partner who will assist you to keep on top of your obligations as a Responsible Manager, and help you to manage your day to day compliance, advice and monitoring, LaVista Licensee Solutions can help.

We offer comprehensive licensing services that you can select to suit your unique needs, circumstances and budget.

We can take the pressure off you and your staff, leaving you more time with clients. And let’s face it, that’s what it’s all about.

 

Your licence, powered by LaVista

If you already run your own AFSL or you are thinking about applying for one, LaVista Licensee Solutions is here to help.

You’ve made the decision to back yourself; now find the right team to back you.

LaVista lets you select the services you need, whether it’s just the basics or the more sophisticated tools you need to really maximise efficiency in your business.


Get me started

We assist in AFSL - Pre application, initial preparation and readiness checks

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Manage my license

A comprehensive range of service and support material to establish, build and grow an AFSL. Including Compliance Policies and audits, advice documentation and registers.

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How we can help

Governance & compliance

Our extensive experience in managing licensee services will assist you in your AFSL obligations

  • Licensee standards
  • Responsible Manager obligations
  • Advice documentation
  • Adviser and AFSL audits
  • Registers & compliance templates

Community network

Be a part of a wider group of like-minded AFSL Heads to discuss the everyday challenges

  • Peer-to-peer network
  • Conferences
  • PD days
  • HR support

Research

Partnering with LaVista gives you support of the research process & helps you with your licensee requirements

  • LaVista research
  • External research
  • Investment committee
  • Approved Product List

Technical support

LaVista will help keep you up-to-date on the latest changes. Receive regular client newsletters and technical updates

  • Legislative updates
  • Regulation & industry changes
  • Technical updates
  • Client newsletters

Software

LaVista has in-house software support or arrangements with many external providers

  • Workflow management
  • Revenue management & reporting
  • In-house help hotline
  • Discounts

Who is LaVista?

Todd Kardash

Todd Kardash

General Manager, Licensee Services

Todd Kardash

Mike Pope

CEO, LaVista Licensee Solutions

Todd Kardash

Tanya Seale

COO, Licensee Solutions

The team behind LaVista is the same experienced team who have provided support to the winner of the prestigious Licensee of the Year Award for three consecutive years from independent research house CoreData. Asked to rate each service individually, here’s how advisers scored our licensee services:

Partners we work with

Testimonials

"LaVista embraced the culture within our business."

Partnering with LaVista Licensee Solutions has been such a positive experience. The team really made the effort to understand our business and what we are striving to achieve. Our strategy includes a strong focus on pro bono work. LaVista has embraced the fact we are a community-centred, values-driven practice and provided not only the business support, but the emotional support too. In doing so, they have shown tremendous belief in us. When you make the decision to become self-licensed, there is so much to think about. Our industry operates under such tight constraints and it can be overwhelming. LaVista helped to take a lot of the stress out of our hands. They are very transparent in how they operate – this rings true from the top down. We also have access to people when we need it, whether that’s tapping into their expertise or brainstorming ideas. As a result there is a strong sense of trust in the relationship. There’s also a sense of easiness – instead of being confined to rigid parameters, LaVista has a flexible attitude that has given us the opportunity to move forward. They focus on our strengths and aspirations, not our limitations. This has made a world of difference. LaVista embraced the culture within our business, and ultimately, we have embraced LaVista. They have given us the confidence that we need to thrive.

- Liz Trotter

"LaVista gives me more time in the practice, rather than on it."

Any adviser knows that setting up your own AFSL is a really big step. Choosing the right licensee provider is one of the biggest decisions you will make. Liz and I looked at other licensee service providers with more history and experience but ultimately, we chose LaVista Licensee Solutions. It largely came down to the attitude of Mike and his team. Their “we will just do it” attitude was refreshing. Nothing was too hard. And this flows right through their business, from end-to-end. The people are authentic, supportive - you feel they really have your back. And there’s always someone at the end of the phone when you need it, the responsiveness is great. With a busy practice, that’s important to me. I think what LaVista has really given us is the benefit of time. Partnering with LaVista gives me more time in the practice, rather than on it. That’s powerful. There’s a saying that money can’t buy you happiness but it can buy time. Having more time means we can focus on building the practice we’ve always wanted. This includes having the time to do pro bono work in the community which is really important to us. I would recommend LaVista to anyone looking to set up their own AFSL. And if you’ve got an AFSL but want more time, you should also speak to LaVista.

- Ashley Hann

Schedule a call back so we can answer your questions

LaVista logo

Location
Level 15, 20 Bond Street
Sydney NSW 2000

Phone:
1800 945 160

Email:
enquiries@lavista.com.au

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