For advisers

Join us

If you are interested in joining the Garvan Financial Planning network please email Matthew Fogarty , General Manager of Garvan Financial Planning, at Matthew.Fogarty@nab.com.au.

NSW Andrew_tunny@mlc.com

QLD Matthew_Vandermeer@mlc.com.au

VIC/TAS Marc.B.Cassidy@mlc.com.au

SA/NT Shane.Kirsch@mlc.com.au

WA Richard.Usher@nab.com.au

Adviser login

For existing members of the MLC Financial adviser network.

Adviser tools

When you join up with Garvan Financial Planning, you will have access to all the adviser tools and systems to help you run your business. My Licensee has been designed to make it simple for you to access the information you need, saving you time and effort.

Business services

Collecting client fees
Revenue and tax statements
Paying licensee fees

Compliance

Standards and tools
Compliance and training
Complaint resolution

Providing advice

SoA standard templates
Advice software
Advice preparation

Research

Approved lists
Market updates
Income & growth projections

Marketing

Advice toolkits
Branding
Newsletters

Training

Licensee standards exam
Professional development workshops
Continuing education