Thriving, effective support staff are vital to the success of any advice business.

We’ve created a dedicated space where new and experienced advice professionals can fill knowledge gaps and foster their personal and professional development. Support staff can elevate their skills and confidence as they grow into their roles and progress through their careers.

Technical

Technical

Stay up to date or refresh your knowledge with resources aimed at both a beginner and intermediate level, we've got you covered no matter what stage you’re at in your career.

 

 

Personal development

Personal development

Take charge of your personal development by honing your skills and mastering new ones. Whether you’re just starting out or you’re an experienced professional, we’ll help you to become a highly valued employee and set you up for success. 

 

Platform

Platform

Stay on top of our platform enhancements and become more efficient, in support of your team and clients. Here, we’ll collect how-to guides and videos in one place, to help you stay a step ahead when using our products.

 

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Tools and Resources

Budget tool

A tool your clients can use to understand where they are today and start planning their financial future.

Retirement calculator

Your clients can find out how much they’ll need to save to achieve their lifestyle goals in retirement.

Client fact sheets

Our fact sheets aim to help you develop your clients’ financial knowledge and confidence.

Conversation aids

Explain financial concepts clearly and simply with our conversation tools and visual aids to help you have meaningful client conversations.

Money smart glossary

A useful list of financial terms and definations from the Australian government moneysmart.gov.au/glossary website.

Client education videos

Educational videos that explain financial concepts relating to investing, superannuation and retirement in a simple and clear way. 

Unleash in ways you never thought possible

Get in touch

For technical enquiries contact us
8:30am – 6pm AEST Monday to Friday.

Find a Business Development Manager

Need more information or support? 

 

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Adviser use only

Information on this webpage is provided by Avanteos Investments Limited ABN 20 096 259 979, AFSL 245531 and Colonial First State Investments Limited ABN 98 002 348 352, AFSL 232468. It may include general advice but does not consider anyone’s individual objectives, financial situation, needs or tax circumstances. You should read the relevant Product Disclosure Statements (PDSs), Investor Directed Portfolio Service Guides (IDPS Guides) and Financial Services Guides (FSGs) before making any recommendations to a client. The PDSs, IDPS Guides and FSGs can be obtained from www.cfs.com.au or by calling us on 13 18 36.