Maintaining the highest
of Service Standards
Welcome to AFSG
A financial plan is about more than just money. It’s about freely living your life without worrying about your finances. It’s confidence and excitement about your future.
It’s leaving a legacy for the next generation.
At Australian Financial Solutions Group we help you navigate your financial life.
Join AFSG’s Adviser Community
AFSG is keen to partner with like-minded, experienced, qualified financial advisers who share our values. For self-employed financial advisers, our value proposition is to help advisers grow revenue, provide advice and investment options which align with clients’ needs, increase admin efficiencies and effectively manage risk in their businesses.
Our partnership philosophy with advisers is founded on relationships. We are passionate about building relationship with our partners, helping our partners build relationships with their clients and allowing our partners to share ideas through regular forums and practice development opportunities.
In an industry that is ever changing, we pride ourselves on providing strong compliance guidance, IT solutions, excellent investment research and support.
We seek to partner with financial advisers that have a real commitment to client relationships as well as high business acumen, emotional intelligence, motivation and enthusiasm.
Your local financial partners
AFSG’s company culture is built on partnering with like-minded professionals who are passionate about delivering exceptional financial advice and experience for their clients.
Australian Financial Solutions Group (AFSG) is a privately owned Australian Financial Services Licensee, independent of any bank, insurer, or financial institution. We partner with like-minded financial professionals who are committed to delivering quality advice and exceptional client outcomes, while providing the support, systems, and expertise needed to build and grow successful advice businesses.
In an increasingly complex and evolving regulatory environment, AFSG continually adapts its framework, resources, and compliance solutions to ensure our representatives can confidently deliver advice that meets both legislative requirements and industry best practice standards.
AFSG is a member of The Principals’ Community, providing access to industry-leading governance support, regulatory and legislative updates, professional development opportunities, webinars, masterclasses, and industry PD days. This partnership strengthens our commitment to maintaining a highly compliant, knowledgeable, and forward-thinking adviser network.
Founded on the principle that experience, collaboration, and shared knowledge create better outcomes, AFSG offers ongoing support through an open and practical best practice philosophy. Our leadership team brings many years of industry experience and is dedicated to helping representatives navigate the challenges of operating in today’s advice landscape.
At AFSG, the success of our representatives and the wellbeing of their clients remain at the heart of everything we do. We are committed to providing a professional, supportive, and highly compliant environment, giving our representatives the confidence that they are backed by a Licensee focused on integrity, excellence, and long-term success.
We make the complex simple.
Our Services
For Advisers
Australian Financial Solutions Group (AFSG) is a boutique Financial Planning dealer based out of Western Australia.
As a boutique dealer group, AFSG allows our authorised representatives a degree of flexibility regarding the products they can choose to align with their client’s best interests. Recommendations are made on an objective basis supported by thorough research.
Research & Investment
AFSG have partnered with Zenith Investments as their preferred Research House to provide ongoing regular analysis of markets and investment options so our Representative and subsequently their clients can benefit from the extensive range of investments that have been researched, approved and are regularly monitored and updated. It is AFSG’s aim to provide its Authorised Representatives and their clients with the best advice, products and services in order to meet their financial goals.
AFSG also has the license to operate under an MDA arrangement for clients via a regulated platform in order to provide an efficient and reliable means of scaling an advice business.
Advice Framework
AFSG offers an advice framework for its Authorised Representatives which includes but is not limited to:
- Fully coded client relevant advice document templates with multiple strategy text options which are continually being reviewed and updated as required;
- Appropriate regularly updated licensee standards and policies in line with ASIC’s requirements with support from The Principals’ Community and outsourced legal counsel;
- The ability to utilise a fully integrated MDA license;
- Templated office administration documentation for seamless integration into a Financial Planning practices to maintain the businesses compliance requirements,
- Best interest duty practice processes;
- Provision of a comprehensive Iress Xplan personalised suite of options;
- A culture of best practice sharing and continuous improvement through individual Authorised Representatives involvement within the Group’s quarterly Responsible Manager Forum.
Operational Offerings
- The ability to provide Fee for Service options including invoicing directly out of Xero.
- CommPay monthly commission reports emailed to all Corporate Authorised Representatives (CAR’s)
Adviser Education
AFSG has a direct arrangement with Kaplan Professional to provide relevant and personalised training programs for AFSG’s Representatives that ensure its representatives meet their ongoing CPD obligations. AFSG also provides access to a variety of professional development programs to help their Authorised Representatives with their FASEA responsibilities and personal educational requirements.
AFSG also has made it mandatory for its Authorised Representatives to attend the Group’s Quarterly Responsible Manager Forums to hear firsthand all developments of a regulatory and legislative perspective that will ultimately affect them as Authorised Representatives.
The Principals’ Community offering for our AR’s
- BT Communities PD Days (virtual).
- BT Communities annual Principal’s Forum.
- Access to National Governance Manager for any specific compliance concerns.
- Access to technical team to assist with any specific technical advice queries to ensure that the advice being provided is accurate and up to date from both a technical and legislative perspective.
Core AFSL Business Proposition
AFSG has as one of its core value propositions a ‘best practice’ approach to assisting it’s Authorised Representatives with strategic advice and financial modelling based on its Directors own personal financial planning experience which stems back over more than fifteen years so as to provide its representatives with a roadmap to help them get to where they want to be. AFSG can help evaluate as well as providing you with a plan for your advice business to achieve your business goals and objectives.
OUR TEAM
Tim Geddes – Director
Peter Collins – Director
Aurel Cicirella – Compliance & Operations Manager
Our Practices
EKS Financial Services
It’s common to put off making investment and financial planning decisions, but you need to take control. At EKS Financial Solutions we can provide you with the best weapon for taking control – choice!
Everything we do at EKS Financial Solutions is designed to challenge the traditional with an efficient, professional and most of all simple and easy approach to financial planning, that will leave you with a better financial planning solution.
We recognise that the financial planning process is a complex one which requires specialised knowledge and advice. At EKS Financial Solutions, our team of qualified Financial Advisers and support staff work together to provide our clients with a seamless and efficient financial planning experience. Our fully integrated approach enables us to consider, balance and manage every part of your financial situation in creating a solution that is tailored to your specific needs and objectives.
To read the Investment Solutions Newsletter – Spring 2026 Edition. Please click here
Financial Services Guide – Tim Geddes. Please Click here
Financial Services Guide – Peter Collins. Please Click here
Financial Services Guide – Matt Rigg. Please Click here
Please contact their office on (08) 9200 2795 to arrange an appointment.
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