We're compliance specialists here to support Australian financial planning licensees to meet their compliance obligations and unlock smarter ways of doing business to help more Australians access financial advice than ever before.
Monica has a Bachelor of Arts from the University of Melbourne, an Advanced Diploma of Financial Services, Graduate Diploma of Commercial Law from Monash University and Certificate in Governance and Risk Management from the Governance Institute of Australia.
After 17 years' in the financial services industry, our Founder Monica saw a problem with the current AFSL model: advice businesses were struggling to meet growing compliance costs. But, leaving consumers to foot the bill isn't the only option.
Instead, My Licensee delivers tailored compliance packages that allow you to pick-and-choose the exact services you need to simplify compliance, boost efficiencies and ultimately help to lower the price tag of advice for everyday Australians.
We know every advice business is unique. That's why we take the time to understand your goals and objectives, identify gaps and opportunities and map out a bespoke roadmap to streamline your compliance processes. There's no one-size-fits all solutions here, just a range of tailor-made strategies designed to support your growth.
Practical: We offer tailored solutions, not off the shelf templates or packages
Experienced: We've been experts in our field for over 17 years
Approachable: We ditch jargon for empowering, everyday language