Services

Apply to be authorised by us

At Wise Harbour, we treat our clients with courtesy, honesty and integrity. We deliver practical and informed advice that achieves results. If you are interested in becoming a Corporate Authorised Representative with a stable and compliant AFSL holder we would welcome your enquiry. Our years of experience and notable expertise ensure that your application is in good hands.
Our consistent track record of uncompromising ethics, instils confidence and trust. We use cutting-edge technologies to ensure superior services to those wishing to enter the financial services world. This allows us to respond quickly, and gives you the best chance at authorisation.

Standard Requirements

• The applicant can be a private person, a partnership or a corporation.
• The applicant must be a current resident of Australia.
• The applicant must intend to provide a financial service or financial product in Australia to persons residing in Australia.
• The applicant, partners and or directors must be of good fame and character and will be the subject of a National Police Check with the AFP, a Bankruptcy check with the AFSA and a “Banning” check with ASIC.
• The applicant must be able to demonstrate that they have sufficient formal qualifications and experience to verify their ability to provide the financial service or financial product. You must have at least five years of experience before we would consider licensing someone or having them supervised by someone with experience.is our internal policy.
• The applicant must provide a short proposal that outlines what they want to do.
• The applicant, partners and or Directors must be willing to undergo background checks and reference checks.

The above requirements are required for both General Advice or Personal Advice authorisations. We believe in laying out all the details for you to evaluate and decide for yourself if working together makes sense for you