What We Do

As a dealer group there is a core set of support services we offer.  We are committed to delivering everything we do at the highest industry standard. We know our team may not be specialized in every aspect, in those cases we will find an expert who is, even if they are at another firm. Our highest priority is your success, no matter what the cost. We pride ourselves in finding our clients the best solution for every scenario they present.


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Flexible authorisation options

You can discuss the style of licensing that suits your business and delivers the best environment for quality advice to your clients. Our services include a range from basic licensing requirements to full service.

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Compliance, Best Practice and Professional Standards

Our team focused on keeping our advice practices updated on regulatory changes and professional standards is well known for their practical approach.  The compliance team has a motto of “Success without Stress” and starting conversations with “What would you like to do?” before they present options to get you there.

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Practice development

if you are looking to be challenged, motivated and developed you will love the Madison culture.  Our management team has the expertise combined with an innate understanding of the challenges and opportunities faced with running a business.


Approved Product List and Investment Support

Our highly specialized investment advice and guidance covers all sectors of the investment universe, including the Madison Approved Product List.  Advisers can benefit from the Investment committees – which consist of members of the group and external industry analysts sourced for their expert knowledge.  The committees provide analysis and recommendations across asset allocation and product selection along with economic and investment updates.  Model portfolios available in both fund and SMA style.


Revenue Processing

End-to-end, transparent, bi-monthly revenue reporting and remittance.


Software Support

We work with you to deliver the most efficient processes alongside key partners and in keeping with latest updates and software developments.

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Paraplanning & outsourced business administration

A range of options from in-house support to outsourced paraplanning and administration that scales with your business.


Adviser education and development

A combination of professional development, outsourced training, webinars, peer-to-peer benchmarking and an annual conference focused on training, development and knowledge sharing.

Related Entities


We promote, drive and deliver on our value of sharing intellectual property and ideas across every core service we offer and much of this is facilitated via the PHAROS Knowledge Collective, an online tool that allows you to see how your peers are constructing their advice, running their business and staying innovative.

We have a simple motto – “if one person shares a dollar with another, each still has a dollar. But, if one person shares an idea with another, then both now have 2 ideas (their idea and the other’s).”


Accordance is a provider of financial service compliance systems, processes and people.  Our mantra is “Success without stress”. As such our approach is to take a consulting stance wherein we work with our practices and AR’s to:

  • guide them on what they need to be doing to meet the ever changing regulatory requirements; and
  • work with them on how to implement this with minimal commercial impost.


Proactive Portfolios has been established to deliver investment solutions for our clients using the skills and experience of proven investment professionals who employ a process which uses three critical portfolio optimisation levers to deliver investment outcomes:

  • Proactive Asset allocation across asset sectors
  • Active Investment selection within each sector
  • Efficient and cost effective implementation

The objective of Proactive Portfolios is to make this expertise and process accessible in the form of implemented portfolios via Separately Managed Accounts.

Your key contact for this area is James Purvis

WealthPortal UMA, enables you to access some of the best investment managers in the country via sophisticated online and fully integrated administration and reporting.  The single point of entry utilises a Unified Managed Account (UMA) with the benefits of direct ownership of assets, allowing you and your clients transparency, ability to manage tax liabilities, flexibility and reporting.

WealthPortal has been created to help manage two of the more difficult aspects of wealth management:

  • Managing a diversified portfolio of client assets, or clients with complex Tax structures through WealthPortal’s Unified Managed Account (UMA)
  • Establishment and ongoing management of Self Managed Superannuation Funds (SMSF’s)

Your key contacts for this area are Jeff Deverich.

Through these related entities and more innovative partners we can remain current with industry innovation and continually explore new opportunities both domestically and internationally; looking for synergies that will continue to drive value for our advisers.