
Technology
The Spark Financial Group technology stack brings together a range of tools, services and capabilities to improve the performance of any practice. This technology also helps day-to-day operations run smoothly.
With Spark Financial Group, you can do more.
If you hold your own licence or are seeking to become self-licensed, our Licensee and Shared Services Solutions provide you with the flexibility and choice of dedicated services, access to community and strength through experience. Access immediate scale by tapping into our proven systems and services enjoyed by many advisors across Australia.
Spark Financial Group is at the forefront of financial advice, driven by a clear vision and strong values. We understand how sound financial advice can positively impact people’s lives — and we can offer you the extra support to do just that.
Beginning in 2018, we have grown exponentially but kept our original values and principles. We have built a community of more than 100 authorised representatives across Australia, managing more than $2.5 billion in funds. And you can be a part of it too.
As a shared services client, you have access to premium support in onshore paraplanning & and administration, built on sound foundations through the ongoing feedback and support of our Licensed Advisors. Our asset consulting services are led by an experienced Chief Investment Officer in Andrew Coloretti where support can be received in the form of custom solutions to Licensees or a Separately Managed Account.
You can access the Spark System’s comprehensive list of services as a bundle or individually.
The Spark Financial Group technology stack brings together a range of tools, services and capabilities to improve the performance of any practice. This technology also helps day-to-day operations run smoothly.
Our onshore paraplanners are an essential asset to guarantee fully compliant advice, assisting with advice document generation, modelling, scenario scoping, asset allocation and product analysis.
Free up your time for the important things with our internal administration services. Our back-office team is available to assist with your practice’s data entry, researching products, modelling, product comparisons and more.
Headed up by our own Chief Investment Officer, receive dedicated services in the form of research, model portfolios and investment solutions from Spark’s asset management team.
Amidst the thick of it, it can be hard to see where your practice is at and the way forward. Complete a free, simple and fast practice health check to see how your practice is faring.