The Dover Group

Dover Financial Advisers

Dover is one of Australia’s largest privately owned AFSLs. We were recognised as the top privately owned dealer group in 2014 by Money Management Magazine.

Dover has more than 350 advisers around Australia, and is estimated to have more than $2,000,000,000 of funds under management. Dover’s unique approach to its advisers means it is growing fast. Good advisers know that good compliance is good practice.

The Dover offer includes:

  • SOA reviews and coaching
  • Dedicated technical support consultants
  • Advisers keep 100% of their revenue/commissions
  • Professional Indemnity Insurance
  • Dover Online CPD
  • National Training Days held annually
  • Compliance management through the Dover Remote Audit Program
  • Access to RODO – Dover’s online SOA writing tool
  • Practice templates and guides
  • Free trust and company set ups through Legal E Docs
  • Access to Dover LinkedIn group
  • Extensive APL with the ability to add on to your own unique APL
  • Revenue reports with every payment run

Add ons:

  • Dover ACES
  • Your choice of financial planning/research software at discounted rates: Midwinter, Adviser Logic, Chant West, COIN, Lonsec, Morningstar, LIfeRisk Online and more
  • Access to Revex Revenue management software – functionalities include invoicing, direct debit, FDS and opt in
  • MLA Lawyers – Estate planning and legal services
  • Paraplanning

From 1 May 2015 all Dover advisers and new advisers are enjoying a permanent twelve month interest free payment holiday. The May 2015 tax invoice is not payable until May 2016, the June 2015 tax invoice is not payable until June 2016, and so on in perpetuity. This allows all advisers to use their working capital to grow their businesses. The monthly fee notes are incurred, so they are still deductible for tax purposes even though they will not be paid until a later tax year. Advisers on the GST accruals method can claim a GST credit even though the invoice is not paid (but we recommend you check with your tax adviser).

This 12 month interest free period is another way Dover helps its advisers create great financial planning practices.

12 months interest free payment terms is a feature of Dover’s fee structures. It’s just another way Dover encourages its advisers to develop profitable and valuable practices.


Learn more about Dover Financial Advisers

About Dover

Dover’s values and principles

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Dover Helps
Financial Advisers

Run your practice freely and increase its value

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Dover Ethics

An essential part of each advisor’s practice philosophy

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Dover's Fees

Dover’s fees and discount for additional advisers

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Dover FAQs

Find answers to your questions or ask us a question

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Dover’s Approach to Compliance

How we review your complex and simple SOAs

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SMSF Support Services

Add SMSF service to your practice the cost-effective way

Find out how