AI training for Australian financial planners and advisers.
Financial planning practices spend a disproportionate amount of time on documentation: Statements of Advice, file notes, client correspondence, and research summaries. These tasks are necessary, time-consuming, and often repetitive in structure. AI can help with all of them, with the right guardrails in place.
What AI looks like in Financial Planners
We're clear about the regulatory context: AI assistance with SOA drafting is a drafting aid, not a compliance shortcut. Our training is built around what's actually appropriate in a licensed advice context, where AI helps, where it doesn't, and how to stay on the right side of your AFSL obligations.
The practices that benefit most are those who commit to redesigning specific workflows rather than adding AI as a one-off tool. We help you identify which workflows, design the new process, and train your team on it.
Where AI helps in your practice
SOA drafting assistance
Use AI to accelerate the drafting of client-specific sections of Statements of Advice, with human review and compliance sign-off maintained throughout.
Client communication
Draft personalised review letters, market update emails, and follow-up correspondence that reflect the client's specific situation and history.
File notes
Turn voice recordings or rough notes from client meetings into structured, compliant file notes saving 20-40 minutes per client meeting.
Research summarisation
Summarise fund manager commentary, economic research, and product disclosures into concise briefings for client conversations.