Advice Coaching & Operations

Partners in Growth & Supporting your Operating Rhythm

At Affinia, we take an active approach to partner and drive outcomes in line with each individual business' growth strategy.

The Advice Coaching & Operations team aims to support our practices with advice development and business growth solutions which include:

  • Facilitation of our Affinia Acquisition & Due Diligence Programme 
  • Funding arrangements with strategic finance partners
  • Professional Year Programme
  • Organic growth with recruitment of new Authorised Representatives

As we welcome you and your practice to the Affinia family we will support you with two dedicated teams of experts to ensure a smooth transition and continued delivery of quality advice under Affinia. Each team will assist you with your introduction to Affinia in specific ways:

Advice Coaching Team

  • Due diligence for applicant advisers, corporates and acquisitions 
  • Facilitation of the Induction programme for new advisers and practice staff 
  • Pre-Vetting of advice documents and training on the understanding of Affinia’s advice requirements

Operations Team

  • On-Boarding which includes licensee transition and ASIC appointments
  • Management of client and revenue transfers 
  • Facilitation on the review of legal agreements and contract execution

 If you are looking to join a community of like-minded experts, we want to hear from you. Contact us.


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