Planning Dealer Group

Do you feel as if some Dealer Groups promise you the world, get you on board then forget you exist? Join a Dealer Group that keeps its promises and where size matters… We are small enough to be bothered, large enough to make a difference and flexible enough to grow with you!

Established in 2001, Ballast Financial Management is the Dealer Group arm of Ballast. Ballast’s authorised representatives operate under an AFSL to deliver risk advice to clients on all matters, SMSF, investment and insurance related.


Why choose Ballast Financial Management? You can access:

  • Market leading rates
  • Professional Indemnity insurance
  • Ongoing professional development with engaging online training courses
  • Ballast’s in-house market research
  • Retain full ownership of your clients
  • Robust compliance regime designed to protect and keep you doing business
  • Fluid and dynamic approved product list


Ballast Financial Management also offers its business partners:

  • Business development support from a dedicated business development manager
  • Business leads
  • Access to additional revenue streams by referring to the:
    • Ballast Accounting team
    • Ballast Self-Managed Superannuation Fund specialists
  • Succession planning
  • Access to Ballast networking days
  • The option of working from a fully serviced Ballast office*


This is in addition to:

  • Accessing Paraplanning services
  • Operating under your own brand or the Ballast brand
  • Accessing all-embracing support
  • Advice and business services e.g. GST, PAYG


Ballast Financial Planning Pty Ltd
ABN: 68 160 842 133
AR No. 1261619
Our AFS licensee—AD Advisory Services Pty Ltd
ABN: 68 005 830 802
AFS Licence No: 237058

* Conditions apply, not available in all States and Territories


If you would like to have one of our staff members contact you, please click HERE.