Financial Advisers

Why Financial Planners should consider Members First?

Flexiblity
Our planners are free to run their practices as they wish, within the constraints of industry and regulatory requirements.  Our flexible approach to fees and commissions makes it easy for planners to structure their remuneration in the way they want.

Relationships
Our Client philosophy recognises that our planners hold the key relationship with their clients.  This means our planners receive the support, service and advice they need to grow their practices without overt institutional control.

Support
We are committed to providing the breadth and depth of support our practices and planners need to deliver quality advice and manage successful businesses.  We actively support our practices to grow in size and profitability.

If you wish to know more about how the Members First team can help your business, please contact Fred Poli or Andrew Tan at 1300 133 738, or contact us at This e-mail address is being protected from spambots. You need JavaScript enabled to view it