LaVista Licensee Solutions

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

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

21/07/2026

Not every firm is ready to implement AI overnight - and that's exactly where we come in.

At LaVista, staying ahead of industry change is part of how we support self-licensed firms, using practical guidance that matches the way each practice actually operates.

'If I was to look at the crystal ball 3 to 5 years down the track, it's probably the words 'technology' and 'AI' that are forever up there as the trends and innovation...how we're actually helping is to make sure that we're capitalising, not just jumping on shiny toys, but also making sure that no one's left behind.'
- Elaine Sze, Regional Manager, NSW, Centrepoint Alliance

For us, it’s about helping practices make smart, sustainable improvements that support teams, strengthen operations, and create better client outcomes over time.

Learn more about Elaine and the wider LaVista team here 👉 https://centrepointalliance.com.au/advice-solutions/?utm_source=Facebook&utm_campaign=June_2026&utm_medium=organic_social

Running your own AFSL gives you full control, but it also brings operational complexity that draws focus away from clien...
15/07/2026

Running your own AFSL gives you full control, but it also brings operational complexity that draws focus away from clients and growth.

At LaVista, we support member firms with practical services that help reduce the day-to-day load. You'll also become part of a community of like-minded AFSL leaders so you can tap into shared expertise and experience, without giving up control of your business.

Let’s discuss how LaVista can support your AFSL with the tools, community, and efficiency that help your firm stay focused on clients and strategy 🔗 https://www.lavista.com.au/services/manage-my-licence/?utm_source=Facebook&utm_campaign=June_2026&utm_medium=organic_social

The Self-Licensed Forum series is heading around Australia, kicking off in Brisbane on 21 July.It's a chance for self-li...
07/07/2026

The Self-Licensed Forum series is heading around Australia, kicking off in Brisbane on 21 July.

It's a chance for self-licensed firm owners and managers to connect in a peer-to-peer environment - sharing what's working, what's not, and what's shaping the self-licensed space right now.

Because the firms doing this well aren't doing it in isolation.

Keen to be part of it? Speak with your Regional Manager or register here 👉 https://events.centrepointalliance.com.au/2026-july-self-licensed-forum/registration?utm_source=Facebook&utm_campaign=June_2026&utm_medium=organic_social

P.S. When completing the form, select 'Guest' in the L.O.B field.

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