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Tell us about your practice and we'll set up your workspace, load your licensee's SoA template, and walk your team through it. Most practices are writing their first AdviceGenie SoA within a week.

Prefer to see it first? Book a 30-minute demo instead.

STEP 01About you

The person we should set up first and talk to about the rollout.

Please enter your name.
Please enter a valid email address.
Please select your role.
STEP 02Your practice

We use this to match your licensee's SoA template and approved product list before your first login.

Please enter your practice name.
Please enter your licensee.

Your adviser number on ASIC's Financial Advisers Register. It speeds up verification, but we can look it up for you.

Please select a number.
Please select a volume.
STEP 03Getting started
Please select a plan.
Please select a timeframe.
Please tick this so we know we can reply.

AdviceGenie is software, not a licensee. You remain the authorised representative responsible for the advice you give.

What happens next
  1. 1 We verify your authorisationA quick check against ASIC's Financial Advisers Register — usually same day.
  2. 2 Your licensee's template goes inSend us one recent SoA and we'll match your wording, disclosures and formatting before you log in.
  3. 3 A 45-minute setup sessionWe walk your advisers and paraplanners through their first live SoA together.
Questions before you commit?
info@advicegenie.com.au · See the platform · Compliance whitepaper