with a little more flavor.
We've got the cocktail shakers ready. Mimosa Advice Services is an Australian Financial Services Licensee, the perfect mix of compliance, governance and support for financial advisers and advice businesses.
Cheers to advice that feels a little more you.
Three ingredients we pour into every licensee relationship. Strong on the serious stuff, warm on everything else.
Strong Governance
A responsible, principled approach to financial advice. Measured precisely, poured consistently, every single time.
People First Support
Guidance, resources and a licensee relationship that raises a glass to you rather than leaving you at the end of the bar.
A Brighter Future Together
Helping advice professionals and advice businesses toast their next chapter, and the one after that.
Good advice is a craft. The right measures, in the right order, in steady hands. Nothing ever rushed.
No secret ingredients, no fine print surprises. Just a method we follow properly, every time.
Pour the foundation
Licensing and authorisation, set up properly from the very first conversation so nothing wobbles later.
Add the structure
Policies, monitoring and professional standards that hold up to scrutiny without holding up your practice.
Garnish and serve
Ongoing, practical support so you can stop reading regulation and get back to your clients.
Six areas of licensee support, mixed to order. Here are the first three.
Licensing and Authorisation
Appointment, authorisation and ongoing oversight of advisers and advice businesses.
Compliance and Governance
Policies, procedures and risk frameworks that support your regulatory obligations.
Monitoring and Supervision
Advice file reviews, compliance audits and ongoing monitoring, done properly.
Human about everything else.
At Mimosa Advice Services, we believe good financial advice deserves a strong foundation and that doing things properly should still feel good.
Celebrations for good decisions.
The bar is open. Tell us about your practice and we'll pour the first round.