Paragem Wholesale AFSL is a unique opportunity for successful, independently-minded Advisers to provide high quality advice, entirely focused on the customer need entirely free of product obligations.

More and more advisers are looking for ways to develop secure, recurring advice fees, independent of market performance. Paragem has responded by launching a Wholesale AFSL whereby advisers can join with like-minded peers to share a licence and access scale benefits.

Paragem Wholesale AFSL offers advisers the freedom to select the best platform and products for their clients’ needs and Paragem rebates 100% of any platform rebate back to the adviser. This can, in turn, be rebated to the client or can provide a significant boost to the profitability of the adviser’s practice.

Advisers operating under Paragem Wholesale AFSL operate under their own brand however have access to the scale benefits and operational expertise of Paragem Dealer Services, a fee-based professional services firm with no conflicts of interest with product manufacturers.

Paragem Wholesale AFSL Benefits

Paragem’s Wholesale AFSL is the proven solution for advisers who are looking strategically at the options available to help them develop a more resilient advice business.

Paragem Wholesale AFSL offers advisers:

• independence to develop and grow your own brand;
• the freedom to select the best platform and products for your clients’ needs;
• 100% rebate of any platform rebate or volume bonus provided to the licensee;
• support to develop secure, recurring advice fees through Jim Stackpool’s proven development programme;
• expert, professional back office support through Paragem Dealer Services, providing a smooth transition and on-going risk management

To find out more about how your Advice business could benefit from Paragem’s Wholesale AFSL, contact Paragem or click here to provide your details and a Paragem representative will contact you.

For more information on Paragem Dealer Services, click here.