Business Details
11 Years
experience
Trusted Financial Advisers Support Services
Australia National Investment Group (ANIG WM) is a diversified financial services dealer group that provides professional guidance, support, and advocacy to financial advisers nationwide. Established in 2015, our team comprises industry veterans with extensive experience in financial services, compliance, and regulatory frameworks. We specialise in offering tailored licensing solutions, compliance administration, and back-office support to help advisers meet their obligations to clients, businesses, and the industry. Our services include access to investment platforms, portfolio management, SMSF advisory, and technical support, ensuring advisers can focus on delivering quality financial advice. With a commitment to compliance and innovation, we empower advisers to grow their practices while adhering to evolving regulatory standards.Our leadership team, including CEO Troy Mahoney and Director Blake Sloane, brings decades of expertise in large-scale remediation projects and financial planning. We prioritise a hands-on approach, providing personalised attention to address the unique needs of each adviser. Our integrated solutions, including 24/7 platform access and regular reporting, simplify compliance and enhance client outcomes. By combining technical expertise with a client-centric philosophy, we aim to elevate the standards of financial advice in Australia. Our mission is to support advisers in building scalable, compliant practices that deliver long-term value to clients.
Services
Financial Planning Licensee
Compliance Support
Portfolio Management
SMSF Advisory
Technical Assistance
Back-Office Support
Investment Platforms
Risk Management
Paraplanning Services
CPD Training
Details
- Year established: 2015
Highlights and features
- We offer tailored licensing solutions for financial advisers.
- Our team has decades of compliance expertise.
- We provide 24/7 platform and technical support.
- We prioritise hands-on, personalised adviser assistance.
- We ensure compliance with evolving regulatory standards.
Services
Financial Planning Licensee
We provide Australian Financial Services Licence (AFSL) solutions for advisers, ensuring compliance with regulatory requirements. Our services include licensing support, compliance administration, and risk management tailored to advisers' needs. Advisers gain access to a robust framework for delivering quality financial advice while meeting industry obligations.
Compliance Support
Our compliance support services assist advisers in navigating complex regulatory environments. We offer tailored programs, including compliance audits, policy development, and staff training. Our goal is to ensure advisers maintain adherence to ASIC regulations and industry best practices.
Portfolio Management
We offer portfolio design and construction services with exposure to major asset classes, including equities, fixed interest, and ETFs. Our solutions help advisers create diversified investment strategies aligned with clients' financial goals and risk profiles.
SMSF Advisory
Our SMSF advisory services provide guidance on self-managed superannuation fund setup, compliance, and investment strategies. Advisers receive technical support to help clients optimise retirement savings while adhering to regulatory requirements.
Technical Assistance
We deliver technical and back-office support, including paraplanning, research, and software integration. Our services streamline advisers' operations, allowing them to focus on client relationships and business growth.
People
Troy Mahoney
Chief Executive Officer
Troy Mahoney is CEO and Responsible Manager at ANIG WM, with over 20 years in financial services. He leads compliance and adviser support teams, specialising in regulatory frameworks and large-scale remediation projects.
Blake Sloane
Director
Blake Sloane oversees client acquisition and organisational operations at ANIG WM. With senior roles in wealth management and remediation projects, he focuses on platform distribution and adviser growth strategies.
Questions
What licensing packages do you offer?
We offer tiered licensing packages (L1, L2, L3) with fees starting at $18,000 PA + GST, tailored to advisers' needs.
Do you provide compliance support?
Yes, we offer compliance programs, audits, and policy development to ensure adherence to ASIC regulations.
What investment platforms do you support?
We integrate with platforms like Macquarie, Netwealth, XPLAN, and others, offering access to managed funds and ETFs.
Can advisers use their preferred software?
Yes, we work with advisers to ensure their preferred software and platforms meet our compliance standards.
What is your approach to adviser support?
We provide 24/7 technical assistance, back-office support, and personalised guidance to help advisers grow their practices.
