Financial Planning Licensing Solutions

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Financial Planning Licensing Solutions

At Apex Macro Financial Group, we operate under our own license (AFSL 498715) and offer comprehensive Dealer Group Services.

We provide tailored solutions for both seasoned advisers transitioning to independent practice and individuals aspiring to enter the advisory field without institutional ties.

We welcome the opportunity to discuss your specific needs and offer customized licensing solutions designed to support your professional goals.

Planning and Licencing Team

Jun Chan

Director at Apex Macro

Jun Chan

Director at Apex Macro

Jun Chan

Director at Apex Macro

Jun Chan

Director at Apex Macro

Take control of your financial planning career.

Contact Apex Macro today to discuss your individual needs and explore how our Financial Planning & Licensing Solutions can help you achieve your goals.

Media and Communication Notice

Apex Macro Financial Group and it’s associated sub-entities DO NOT GIVE CONSENT to third parties to add our details or communication channels to any mailing lists without explicit written consent. Any breach of this Media and Communication Notice warrants legal action against offending parties.

Financial Planning FSG

When dealing with financial advice, we are obligated to provide each client with a Financial Services Guide (FSG). A full copy of the Financial Services Guide can be obtained from your adviser or by visiting this link.

Privacy Disclosure

We are committed to protecting your privacy. We use the information you provide to assist you with your financial needs, including the preparation and submission of financial advice and loan applications. We also use it to send you product information and promotional material. From time to time this will include direct marketing communications but we will always give you the option of not receiving these communications. We may also provide your information to contractors who supply services to us (e.g. paraplanners for SoA writing, implementation specialists to implement your products and services, mail operators to handle mailings on our behalf), and to others if we are required to do so by law. We do not trade, rent or sell your information or disclose it to overseas recipients.

If you don’t provide us with full information, we can’t properly advise or assist you with your financial affairs and/or loan applications.  Our Privacy Policy contains information about how you can access and ask us to correct your information, or make a privacy related complaint. You can obtain a copy by contacting your adviser or visiting this link.

Your consent.

By asking us to assist with your financial needs, you consent to the collection and use of the information you have provided to us for the purposes described above.​