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 two 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

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

Contact us