Your licensee services partner

CapBack is a comprehensive business services offering supporting self licensed businesses to effectively run and manage their own AFSL.

Our Solutions

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How can CapBack help you?

We offer a range of packages
We have the knowledge, experience and structure to support you when needed
We are resourced by a team of professionals who work across the full suite of support solutions required to maintain and grow your AFSL

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CapBack packages for self licensed advisers

Our leading-edge offering is all about you and providing you with more time to cultivate meaningful client relationships and develop a successful, efficient, thriving AFSL.

Whether you’re seeking support setting up your AFSL and getting started or are looking for longer term backoffice support services, CapBack’s experienced team can help you accomplish your desired outcomes.

Xplan and Technology support

Revenue Management

Research

Training and Education

Marketing and Communications

Risk and Compliance (including Responsible Manager training)

Paraplanning Services

Business Coaching

We help financial
advisers Australia wide with

We help financial
advisers Australia wide with Xplan and Technology
support We help financial
advisers Australia wide with Revenue Management We help financial
advisers Australia wide with Research We help financial
advisers Australia wide with Training and Education We help financial
advisers Australia wide with Marketing and
Communications We help financial
advisers Australia wide with Risk and Compliance (including Responsible Manager training) We help financial
advisers Australia wide with Paraplanning Services We help financial
advisers Australia wide with Business Coaching.

Don't take our word for it

“Thank you again Grant for how easy you and the rest of the team have made the transition to self licensing!”

Anne Clare

 Ardour Financial Advice

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