Professional Services
Dover Financial Advisers Pty Ltd
Currently open
9:00 am - 5:00 pm
71 Tulip St
Cheltenham, VIC, 3192
Dover Financial Advisers Pty Ltd
Dover helps you create a better, more compliant, more professional, more profitable and more valuable practice.Dover provides a low cost financial advice license and an extensive technical, marketing and back office support to help you create a profitable and valuable financial planning practice that provides the best possible financial product advice and services to your retail clients.
The Dover Experience emphasises strict compliance with the Corporations Act 2001, and related regulations, and supporting its representatives in providing high quality, informed and competent financial product advice to their retail clients. Dover's approved product list does not include risky and aggressive investment products, such as agricultural-products and emphasises prudent gearing and conservative investment strategies to minimise risk and maximise your practice's value. This is supported by:
(i) by expert help with SOAs: we provide a portfolio of limited scope SOAs typically no more than five or six pages long that communicate efficiently with your client.;
(ii) technical back up from our compliance and legal teams;
(iii) extensive training in practice development strategies, particularly SMSFs;
(iv) detailed compliance systems to help you run a better practice.
Dover encourages advisors to run their practices in line with their own business plans. Dover does not pressure you to recommend specific financial products or meet any minimum funds under management or sales quotas.
Dover rebates 100% of all commissions and similar payments and does not have any ownership connection or other connection with any financial institutions. Dover's only source of revenue is its advisors' fees. This means Dover does not have any conflicts of interest regarding financial product selection or the specific advice provided by advisors to retail clients. Dover believes a truly professional financial planning practice must be free of these actual and perceived conflicts of interest, and that the interests of clients must be paramount at all ...read more
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