Investors Direct Financial Services. Comprehensive Business Services for Financial Planners and Finance Brokers

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1 Investors Direct Financial Services Comprehensive Business Services for Financial Planners and Finance Brokers

2 Our Vision is to become the preferred provider of innovative Business and Financial Services to Independent Advice Professionals About The Principal Arthur Kallos Spanning 15+ years in the financial services and wealth management sector, Arthur s career has been built on implementing highly successful business strategies across multiple disciplines. Arthur s integrity, commitment and commercial acumen harness a high performance culture with career highlights including: A history in driving strong financial results at local, state & national distribution level at blue chip corporates such as BT Financial Group, St George Bank and the CBA. Leading small to medium size wealth advisory practices within the AMP Group (achieving a national ranking of 3rd highest performing practice in 2013) where he developed an intimate understanding of how business owners operate in this sector. The conceptualisation and implementation of highly successful new to market business models in force at BT Financial Group and now at Investors Direct Financial Group. His passionate leadership style, authentic open communication approach, and pursuit of high performance goals ensure he takes the time necessary to build mutually beneficial relationships. Ideals which are paramount to succeed in business & life in general. With an intimate knowledge of the challenges faced by financial planners and mortgage brokers, Arthur s proven track record delivers a wealth of experience and knowledge to assist in creating high performing, successful financial service businesses. Know that your business can rely on the support and guidance it needs to succeed with Arthur s mentorship and experience. 2

3 Are you a Financial Planner or Finance Broker that runs a business where its market value and performance has hit a plateau? Is your current Dealer Group providing you with the level of innovation and expertise to take your business to the next level? As a Financial Planner, what would it mean to you if you could build a mortgage asset whilst increasing face to face time with your financial planning clients? As a Finance Broker what would increasing your capacity to see two new prospects per week mean to you? At Investors Direct Financial Services we aim to further enable traditional financial planning and finance businesses strengthen their advocacy with current clients by helping them deliver higher volumes of quality financial advice and more capacity to see more clients to fast track business growth. 3

4 How IDFS Can Help You Open Advice Architecture Holistic advice philosophy Non-bias asset allocation investment approach Non-aligned Approved Product list Extensive range of product solutions across Property, Mortgages & Financial Planning Become The Trusted Advisor for All Your Client Needs Backed by industry leading Groups Leverage the strength of an established & respected organization Swift internal paraplanning service with customised statements of advice Advice lodgement & product implementation service We manage product providers throughout the processing cycle SMSF document preparation & implementation service Research & comparison technology Quality advice checks Internal file audit services Access To Our Centre of Excellence Access to a centralised support team with service level KPI s to ensure performance based outcomes State of the art CRM workflow driven activity system Fully customised software platform Financial Planning Administrators RG146 qualified and SMSF accredited Mortgage Administrators are Certificate IV in Mortgage Broking accredited Secure cloud-based communication and document sharing platform Case manager appointed to file end to end Fee disclosure statement service Data management and reporting In-house compliance specialist In-house MFAA mentor 4

5 ? Access To More Profit Levers Pricing benefits available to your business via our Partner Agreements Competitive pricing, customised to your stage in the business life cycle no one-sizefits-all approach Access to more revenue streams via a broader product set delivered under advice Lead generation opportunities Avoid the risks and costs involved with hiring & managing staff Monthly payment cycle Access group professional indemnity pricing Provision of a core service offering with optional add-ons to tailor make your solution Conduct Yourself As The Independent Advisor Of The Future Maintain your identity & independence with fully white labelled product application forms and client facing material Receive regular training, business mentoring, PD Days and strategic advice from qualified industry experts to help grow your business Access to IDFG workshops Access to IDFG research and educational material Access to IDFG Product Suite Access to a broad range of advice strategies that increase revenue per client Spend less time on administration and have more time meeting potential clients and closing new business 5

6 About Investors Direct Financial Group i Over fifteen years, Investors Direct Financial Group (IDFG) have evolved into a proudly independent property and investment firm with global reach. Our early reputation was built on assisting residential investors with high-quality mortgage finance solutions. Our vision expanded to cater for sophisticated investors, offering trusted advice and clientfocused investment solutions including Investor Education, Property Advisory, Financial Planning and Property Management. Today, IDFG provides a one-stop shop, offering Property Investment, Property Development, Construction and Funds Management capabilities, thus becoming a vertically integrated investment and advisory firm with world-class financial strength. Investors Direct Financial Services leverages the infrastructure and proven methods used by IDFG and provides its Partners access to scale, strength and security to achieve their business goals. In more recent years, IDFG have further grown to service the institutional & wholesale investor by welcoming the Capitol Property and 8 Star Homes brands to the fold, along with Investors Direct Funds Management. 6

7 Nanmon Financial Services Pty Ltd ( Licensee ) Australian Credit Licence Number Investors Direct Financial Planning ( Licensee ) Australian Financial Services License number Who to contact Arthur Kallos Principal, Investors Direct Financial Services arthur.kallos@investorsdirect.com.au Mobile Head Office Address Level 7, 468 St Kilda Road, Melbourne, VIC 3004 Australia Telephone Facsimile (03)

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