The Commonwealth Bank’s Financial Planning Banking Specialists are cash-flow lending experts, with a sole focus on the financial planning industry. They’re well-qualified to provide the products and services that financial planning businesses need, including flexible finance with no minimum or maximum loan amounts, competitive pricing structures and streamlined application processes.

The unique industry specialisation means faster lending decisions, and loan facilities can be secured without providing property assets.

Contact details
Phone 1800 072 241
Email fpbanking@cba.com.au
www.commbank.com.au/fpbanking

Mills Oakley Lawyers have extensive experience in providing legal services to the financial services industry, advising a broad spectrum of dealer groups, financial planners, fund managers, stock brokers and other financial service providers. Their financial services team has particular expertise in advising financial planners on the sale and purchase of client registers, businesses, and companies.

Mills Oakley’s experienced tax team advises owners of financial planning practices on structuring acquisitions and disposals from a taxation and asset protection perspective.

Contact details
Phone 03 9670 9111
Email info@millsoakley.com.au
www.millsoakley.com.au

The Encore Group are independent specialist providers of practice management products, systems and solutions for the financial services industry, with expertise in developing Information Memorandums, Fact Finds and Practice Assessments. They can also provide:

• Practice valuations.
• Business integration and transition planning.
• Financial reporting tools.
• Service offer & pricing development.
• Boards of Advice.

Contact details
Phone 1300 780 730
Email graham.peatey@encoregroup.com.au
www.encoregroup.com.au

Practice Exchange is a business broker specialising in the accounting and financial planning industries. Its public website (www.practiceexchange.com.au) is Australia’s premier online marketplace in the industry, providing business brokering, mergers and joint venture services.

Practice Exchange has developed Australia’s best business succession web portal, powered by a proprietary transaction management engine. This allows its brokers to focus on providing optimal client outcomes.

Contact details
Phone 1300 722 452
Email mail@practiceexchange.com.au
www.practiceexchange.com.au