WHO IS FIND MY LICENSEE

Charles Smith set up Find my Licensee in August 2020, after 30 years in senior management positions in the Financial Services Industry. Over this period Charles has been responsible for numerous business acquisitions, held CEO and Director positions with several leading Australian Dealer Groups and recruited 100’s of Advisers into these dealer groups.

 

Making the right Licensee choice and Adviser choice for your business is critical to your financial success and personal satisfaction. Managing your business is a full time investment and changing Licensees and employing staff is extremely time consuming, distracting and unproductive.

 

I have seen the good, bad and ugly many times over in my 30 years in this industry. Let me apply my experience and learning and help you through these choices while you do what you do best, managing your business and looking after the best interests for your clients. I will facilitate your choice between self-licensed, moving licensee or staying put, if the decision is to move I will do all the negotiations on your behalf allowing you to concentrate on your business. I will also assist you when the time is right to find the best Adviser or staff member for your business.

 
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