Advisers

Our specialty is Mortgage/Finance Brokers, Financial Planners, Accountants and Real Estate professionals wanting to provide financial services advice to their clientele. We provide all the help an adviser requires to get their business to another level and they can also learn from others within the group. Waterview are responsible for the actions and advice our advisers provide. That is why we maintain up-to-date training for our advisers and conduct regular checks of their files. Training covers product, strategy and compliance training.

This has a four fold effect because it provides comfort to their clients that the adviser is well equipped in financial services. It provides the adviser comfort that their business is on the right track. it allows us to fully support the advisers business, and adheres to the Financial Services Reform guidelines.

Our advisers have access to the latest in technology and we provide a helping hand for advisers that need some guidance.

If you would like to join Waterview Financial Group as an adviser, please click here and register your interest.