What does a
Banyan licensed
adviser look like?
A Banyan licensed adviser is forward-thinking, experienced, client-focused, independent yet collaborative and craves excellence in all aspects of their profession and their business.
Banyan Advisers is likely not the first advice license you will have been authorised with.
Banyan licensed Advisers:
• Focus on customer specific-advice not product-driven advice;
• Strive for excellence in client experience and advice outcomes;
• Are driven by efficiency and innovation and the use of technology;
• Embrace compliance for the benefit and protection of the client, the practice and the licence.
You are an experienced adviser with 5 years or more experience in working in the real world of advice, seeing and engaging with clients, developing strategy and delivering high quality advice.
You embrace the changing landscape, and recognise that the current industry renewal and rebirth presents significant opportunities for those who can be nimble, innovative and collaborate with like-minded peers that share a similar vision.