Chant West is a superannuation research and consultancy firm established in 1997.
Their research on superannuation and pension funds is highly regarded for its accuracy, insightfulness and integrity, and it is widely used by financial advisers and by the funds themselves. The research feeds into a suite of user-friendly tools that make it easy for funds, advisers and individual consumers to analyse and compare products on a fair, 'apples with apples' basis.
In addition to conducting research, Chant West provide advice to organisations who wish to outsource some or all of their superannuation services, or to review their existing service providers. This consultancy work gives them unparalleled access to information about funds, asset consultants and administrators that supplements and enriches our research.
ICompliance is a team of lawyers with more than 20 years experience in legal and regulatory compliance.
ICompliance provides services to both AFSLs and Financial Planners encompassing compliance training, incident management, legal services, commercial law and AFSL applications.
TIQK analyses every Statement of Advice for evidence that the adviser has sufficiently acted in the client’s best interest. Where the adviser has failed to provide evidence, we identify the risk of not meeting the Best Interest Duty.
TIQK analyses more than 150 Best Interest -specific attributes in every file audit, following the Australian Securities and Investments Commission’s (ASIC) guidance on meeting Safe Harbour thresholds and the Australian Corporations Act.
Combining accurate audit result datasets with cutting-edge Machine Learning techniques, TIQK can even flag hard-to-detect issues like financial advisers who provide so-called “cookie-cutter” advice to multiple clients.
Tangelo provides consulting for small, medium and large licensees who are looking to strengthen their compliance models, enhance operating frameworks/governance or problem solve.
The world of advice in Australia is changing at a rapid pace and for many who have been in the industry for years it can be frightening.
Whether it’s FASEA changes to education requirements, compliance rules changing, or the Royal Commission, the bar has never been higher. This is where Tangelo can help.