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Everything from My Dealer Services

My Dealer Services appoints Senior Compliance Manager

From My Dealer Services

Self-licensing specialist My Dealer Services (MDS) has appointed experienced senior risk and compliance leader Viki Whitehead as Advice & AFSL Compliance Manager as it restructures roles within its business to

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21 Oct 2026

My Dealer Services asks Treasury to explore FSC motives behind Future of Advice Licensing whitepaper

From My Dealer Services

Self-licensing specialist My Dealer Services (MDS) has written to Treasury asking it to assess the FSC’s recent whitepaper on proposed ASIC industry funding levy changes against what it says is

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17 Sep 2026

My Dealer Services continues to thrive despite falsehoods about the self-licensing model

From My Dealer Services

Self-licensing specialist My Dealer Services (MDS) is continuing to grow strongly as interest in the self-licensing model for advisers blossoms despite a concerted campaign against it. MDS Director and Founder

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18 Aug 2026

Time for greater self-licensing industry standing

From My Dealer Services

With the number of financial advisers recognising the benefit of self-licensing exceeding more than 30% and growing awareness of the associative risk of the dealer group model, now is the

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31 Mar 2026

My Dealer Services continues growth spurt; rolls out more new service offerings

From My Dealer Services

Self-licensing specialist My Dealer Services (MDS) has continued its strong growth spurt, successfully adding 15 new AFSLs as members since January 2025, increasing the number of self-licenced practices it supports

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27 Aug 2025

Advice industry at an inflection point – opportunity and danger need to be carefully managed

From My Dealer Services

Self-licensing specialist My Dealer Services (MDS) has welcomed the prospect of industry change under the returned Labor Government but says potential dangers need to be managed beside positive potential regulatory

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02 Jun 2025

My Dealer Services urges decisive industry action from victorious Labor government

From My Dealer Services

Self-licensing specialist My Dealer Services (MDS) has called on the Labor government to start its second term with a period of decisive action, focused on growing the number of advice

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06 May 2025

Earn CPD Points

CPD: Global SMID – an engine for growth
Most Australian investors love their shares. This year’s Australian Investor Study[1] showed 8.3 million Australian investors hold on-exchange investments, a figure that represents an increase of 2.5 million since 2020. [...]
CPD: AI financing – bubble, breakthrough or the next fixed income supercycle?
Key takeaways AI represents a major investment cycle with distinctive financial foundations. Unlike earlier infrastructure booms, much of the AI build-out is supported by substantial hyperscaler operating cash flows rather [...]
CPD: Dynamic spending – an adviser introduction to retirement spending strategies
Retirement planning tends to concentrate on the income side of the ledger: how much a client needs, where it will come from, and how sustainable it is. A resilient income [...]
CPD: ASIC on outsourcing – practical lessons for every adviser and licensee
Outsourcing is an integral part of advice delivery Outsourcing has unquestionably reshaped the financial advice landscape in Australia. The advice value chain is long and complex, with many components that [...]
CPD: The human advantage – making your expertise visible in an AI world – Value of Advice (Part 2)
Could AI create better clients? Far from being an existential threat to advice, it’s just possible that artificial intelligence (AI) could be the best thing that ever happened to it. [...]