LaVista Licensee Solutions

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LaVista Licensee Solutions If you have an AFSL or are looking to apply, we can provide you with flexibility, control & support.

15/10/2026

Being self-licensed is a two-sided coin.

One side gives you greater freedom. The other comes with greater responsibility - and more hats to wear.

'One (hat) is being an adviser. The second one is being a business owner. And the third one is actually being a responsible manager.'
- Mike Pope, General Manager, Licensee Solutions

As Mike explains, each role demands its own mindset, but governance connects them all. Without the right systems and processes in place, it can be easy for one role to take over while another slips.

That’s where LaVista can help.

We support self-licensed firms with structured APLs, cyber risk management, quarterly governance meetings and robust compliance checks. It’s a framework designed to help businesses stay compliant while keeping their focus on clients and growth.

Having your own AFSL doesn’t mean you have to manage every part of it yourself.

Discover how LaVista supports our member firms 🔗 https://www.lavista.com.au/services/?utm_source=facebook&utm_medium=post&utm_campaign=oct_2026

The right technology can make a real difference to how smoothly your advice practice runs.But with every practice workin...
22/09/2026

The right technology can make a real difference to how smoothly your advice practice runs.

But with every practice working differently, the answer isn’t simply adding more tools. It’s finding the technology that fits the way your team actually works.

At LaVista, we help self-licensed practices navigate practical solutions across workflow management, revenue reporting, software support and provider relationships, with a focus on reducing unnecessary administration and helping teams work more efficiently.

Because when your systems are working well behind the scenes, you have more time and headspace for the things that matter most - your clients, your team and your business strategy.

See how LaVista can support your practice with practical tools and solutions 👉🏻 https://www.lavista.com.au/services/?utm_source=Facebook&utm_campaign=August_2026&utm_medium=organic_social

Running an advice business means there’s always something new to stay across.That’s why professional development and con...
16/09/2026

Running an advice business means there’s always something new to stay across.

That’s why professional development and connection sit at the heart of the Centrepoint Alliance and LaVista communities.

From Professional Development Days and Responsible Manager Training to events throughout the year, advisers and practice leaders have regular opportunities to build their knowledge, hear from industry experts and connect with people who understand the realities of running an advice business.

Want to know what’s coming up near you?

Speak with one of our Regional Managers to find out when the next event is happening, or bookmark our page for regular updates 👉🏻 https://www.calendarwiz.com/calendars/calendar.php?crd=centrepoint&op=cal&month=10&year=2026&utm_source=Facebook&utm_campaign=August_2026&utm_medium=organic_social

09/09/2026

Self-licensing doesn’t mean you have to build everything from scratch.

As David Reynolds, Regional Manager for Victoria and Tasmania, explains, LaVista gives self-licensed firms access to practical tools and support to help build and manage their AFSL.

'What we give them is governance and compliance in a box...all the tools and templates and all the tasks that they need to complete to run a fully compliant licensee.'

From tools and templates to compliance tasks, licensee standards, technology and network events, LaVista is designed to support practices throughout their self-licensing journey.

And as your practice evolves, the support can evolve with you.

It’s about understanding what your business needs and helping you put the right foundations in place.

Explore LaVista’s solutions and see how we can support your practice 👉🏻 https://www.lavista.com.au/solutions/?utm_source=Facebook&utm_campaign=September_2026&utm_medium=organic_social

Running your own AFSL gives you control, but it also comes with the responsibility of managing the licence while running...
02/09/2026

Running your own AFSL gives you control, but it also comes with the responsibility of managing the licence while running and growing the business.

For Responsible Managers, that can mean a lot to stay on top of.

That’s where LaVista can help.

Through our Licensee Solutions Team, self-licensed practices can access practical tools, services and expertise to support the day-to-day management of their AFSL.

You’ll also become part of an established network of practices and advisers, with access to resources, insights and a community that understands the realities of self-licensing.

Get the support you need so you can spend more time with clients and focusing on your business strategy.

Let’s discuss how LaVista can support your AFSL 👉🏻 https://www.lavista.com.au/services/manage-my-licence/?utm_source=Facebook&utm_campaign=August_2026&utm_medium=organic_social

One of the biggest advantages of partnering with LaVista?You're connected to a broader community of people who understan...
25/08/2026

One of the biggest advantages of partnering with LaVista?

You're connected to a broader community of people who understand exactly what you're dealing with.

Running an AFSL can feel isolating at times, but it doesn't have to be. Through our community network, you'll have opportunities to connect with like-minded AFSL leaders, share ideas, discuss challenges, and learn from others who have walked a similar path.

It's support when you need it, while keeping your business firmly in your hands.

Learn more by speaking with your Regional Manager or visiting 👉 https://centrepointalliance.com.au/advice-solutions/run-your-own-license/?utm_source=Facebook&utm_campaign=August_2026&utm_medium=organic_social

19/08/2026

One of the biggest challenges self-licensed practices face isn't capability - it's capacity.

As Jonathon Nguyen explains, many firms don't have the same internal resources as larger organisations.

That's where LaVista can help. From adviser onboarding and acquisition opportunities through to technology and operational support, we help practices access the expertise and resources they need to keep moving forward.

Explore how we support self-licensed firms 👉 https://centrepointalliance.com.au/advice-solutions/run-your-own-license/?utm_source=Facebook&utm_campaign=August_2026&utm_medium=organic_social

Technology should support your business, not slow it down.Yet many advice practices find themselves dealing with disconn...
14/08/2026

Technology should support your business, not slow it down.

Yet many advice practices find themselves dealing with disconnected systems, manual processes, and technology that creates more work than it saves.

At LaVista, we help practices navigate technology decisions with confidence. From workflow management and reporting through to software support and provider relationships, our focus is on helping firms get more value from the tools they use every day.

For practices exploring self-licensing, having access to the right technology, support, and expertise can make all the difference.

Download our whitepaper to learn more 👉 https://info.centrepointalliance.com.au/navigateanewfuture-0?utm_source=Facebook&utm_campaign=August_2026&utm_medium=organic_social

Professional development can go beyond meeting the bare minimum.It can help you stay connected, share ideas, and learn a...
12/08/2026

Professional development can go beyond meeting the bare minimum.

It can help you stay connected, share ideas, and learn alongside people who understand the realities of running an advice business.

Starting today, our Professional Development Days begin their journey around the country, bringing advisers and practice leaders together for practical insights, meaningful conversations, and valuable connections.

From Mooloolaba to Canberra, we're looking forward to catching up with our community throughout the month.

Learn more by speaking with your Regional Manager or visiting 👉 https://centrepointalliance.com.au/advice-solutions/?utm_source=Facebook&utm_campaign=August_2026&utm_medium=organic_social

No two advice firms operate the same way.That's why our licensing support is built to flex with your business.You choose...
29/07/2026

No two advice firms operate the same way.

That's why our licensing support is built to flex with your business.

You choose the services that make sense for where you are today, from core governance and compliance through to practical support that helps your business run more efficiently. And as your firm evolves, you can add capability and support in line with your strategy.

It's a model built around member firms, so you can keep control, stay adaptable, and grow on your own terms.

Learn more about our flexible approach 🔗 https://www.lavista.com.au/solutions/?utm_source=Facebook&utm_campaign=June_2026&utm_medium=organic_social

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Level 8, 309 George Street
Sydney, NSW
2000

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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