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Private Wealth CAR

Private Wealth Advisers

Openmarkets offers AFSL, technology and services for Advice Professionals who work as CAR.

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Our philosophy is that Advisers know their clients best and should have the freedom to choose the business model, services, and technology resources that allow them to run their business efficiently and effectively, and in a compliant manner.

FEATURES AND BENEFITS

Built for Wealth and Advice Professionals.

Private Wealth Adviser Value Proposition

  • Compelling grid: Highly competitive grids in a corporate structure.
  • Versatile pricing models: You can structure your transactional and portfolio business to meet your business model.
  • Choice of platform: We provide access to the platform that best suits your business model and client needs.
  • Flexible work: The opportunity to work from home or the office as suits your needs. No mandatory meetings.
  • Your business: Advisers ‘own’ their clients – this is made clear in our contractual agreement with your company.
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