For firms
A structured way to support capability development across your team without having to build the full framework internally.
Industry partners:
Developing future advisers takes more than good intentions
Most advice businesses want to build stronger teams and create clearer progression for developing staff.
But creating a structured pathway internally takes time, consistency, and senior team capacity.
Training often becomes informal, reactive, and difficult to scale across different roles and stages of development.
How The Adviser Academy supports your business
The Adviser Academy provides a clearer, more structured way for advice businesses to support capability development across their teams.
Rather than relying on informal or inconsistent training, firms can use the academy to create stronger progression pathways, improve consistency, and support long-term development across different roles and stages.
Stronger structure
Provide your team with a clearer development pathway across different roles and stages.
More consistency
Reduce reliance on ad hoc training and create a more consistent approach to capability development.
Better progression
Support team members as they move from foundational capability to greater responsibility and adviser readiness.
Less internal burden
Give your business a structured framework without having to create the entire system from scratch.
Two pathways for developing financial advisers
The Adviser Academy offers two structured programs designed to support financial advisers at different stages of their development. Both programs are delivered fully online with structured learning modules and live training sessions.
Foundation Program
Designed for associate advisers, paraplanners and professionals entering the advice industry who want to build strong technical knowledge and practical capability.
Comprehensive Program
A structured program designed to support advisers progressing through their Professional Year and developing the full range of advice competencies.
What our members say
The mentorship at The Adviser Academy was the cornerstone of my Professional Year. From the technical rigour of maintaining my logbook and preparing for audits to the pressure of the Financial Adviser Exam, Fei and Brayden provided the perfect balance of guidance and resources. Beyond the technical requirements, they truly excelled in coaching me using real-world experiences to ensure I could confidently navigate the client journey while fulfilling my best interest duties.
Daniel Waters
The Adviser Academy was a great stepping stone for my career arming me with the information, resources, and practical knowledge to step into becoming a financial adviser on my own. Fei and Brayden are truly great teachers planning out each session, ensuring all learnings are practical, informative and effective in helping you excel in your job. The learnings from this Academy helped ensure I could become a successful adviser from day one which I would be forever grateful.
Luke McNamara
What I found most valuable about the Academy was the structured yet supportive approach to learning. The program didn’t just focus on technical knowledge and compliance, but on how to think like an adviser, understanding client needs, applying advice in real world scenarios, and building confidence in decision making.
Shreya Chindarkar
Start building the next generation of financial advisers
Whether you are an associate adviser building your career or a firm developing your team, The Adviser Academy provides a structured pathway for professional growth.
