My Licensee
  • Home
  • How We Help
  • About Us
  • Compliance Hub
  • Blog
  • Contact
  • More
    • Home
    • How We Help
    • About Us
    • Compliance Hub
    • Blog
    • Contact
My Licensee
  • Home
  • How We Help
  • About Us
  • Compliance Hub
  • Blog
  • Contact

How we help Australian advice businesses

Our team of consultants work remotely with financial planning businesses across Australia to transform complex regulations into actionable compliance strategies.  

Our approach

We team up with AFSLs for the long-term

We know the best results come from ongoing partnerships. That’s why you’ll score your own dedicated compliance consultant who will take the time to understand your business, your workflows and your challenges.   


We don’t do off-the-shelf templates or cookie-cutter frameworks. In fact, every solution we deliver has been purpose-built and personalised for your business.   


Plus, we’re a digital consultancy that is ready to solve your problems, take tasks off your to-do list and scale up our support as your business grows.  

A sneak peek into our compliance toolkit

AFSL Applications
AFSL Reviews
AFSL Governance
Policy Development
On-demand help desk
Adviser audits

What the journey looks like

Step 1. Book a free 30-minute chat

We’ll jump on a call to help us better understand your business and connect for a no-obligation initial consultation.  

Step 2. Proposal delivery and pricing

We’ll go away and craft a bespoke set of solutions for you to review, tailored with your unique needs in mind. 

Step 3. Secure your compliance partnership

You’ll have total control over exactly what services you lock-in, with scalable options to help you build a truly bespoke compliance solution. 

Step 4. Time to get started

Once we’ve got the green light from you, we’ll get to work and bring your compliance partnership to life. 

Why advice businesses choose us

We're practical

We're experienced

We're experienced

Woman reading paperwork compliance consultancy

We don’t do off-the-shelf templates. Instead, we design tailored solutions crafted specifically for your business. 

We're experienced

We're experienced

We're experienced

Monica Mackinnon compliance consultancy

We’ve been experts in our field for over 17 years, giving you a cost-effective way to access a dedicated compliance partner.  

We're scalable

We're experienced

We're scalable

We give you the ability to pick and choose what solutions you lock in (so you never pay more than you need to).   

Let's chat compliance

Discover the My Licensee Compliance Hub

We work with all of our partners through our digital Compliance Hub, backed by bank-grade security. Expect easy, real-time collaboration and encrypted document storage for added peace of mind.

Find out more
  • How We Help
  • About Us
  • Compliance Hub
  • Blog
  • Contact
  • Privacy Policy
  • Site Terms

My Licensee Pty Ltd

Melbourne VIC Australia

03 8820 9611 | 04 2167 7512

Copyright © 2021 My Licensee Pty Ltd ABN 45 650 354 206 - All Rights Reserved.