Advisor Engagement Terms

1. Professional Conduct

All advisors must treat customers with courtesy, professionalism, and integrity at all times.

2. Licensing Requirements

All advisors must hold a valid and current Australian Financial Services Licence (AFSL) or be an Authorised Representative under a licensed entity.

3. No Pressure Sales

Advisors must not verbally, physically, or otherwise coerce customers into purchasing any product or service.

4. Transparency in Fees

Advisors must clearly disclose all fees and charges upfront before providing financial services.

5. Digital Engagement

Advisors must maintain a strong digital presence to enhance accessibility for customers.

6. Face-to-Face Engagement with Technology

Advisors must engage face-to-face using technology such as video conferencing or in-person meetings.

7. Ethical Compliance

Advisors must adhere to all relevant regulatory and ethical standards in the financial industry.

8. Customer Empowerment

Advisors should focus on educating customers about financial options rather than merely selling products.

9. Dispute Resolution

Advisors must handle disputes in a fair and professional manner, offering clear avenues for resolution.

10. Disclaimer of Liability

Once a lead is transferred to an advice practice, AdviceGenie will not be responsible for any financial loss, reputation damage, or any other liability arising from the advisor's services.

11. Lead Transfer Fee

AdviceGenie reserves the right to request a lead transfer fee. The fee amount and structure will be discussed in due course.