Knowledge Shop.
The professional 'wingman' for financial advisers

Technical Help Desk.
Relevant & meaningful on-demand CPD.
Technical updates.
Client newsletter.
All for one monthly fee.

"In an ideal world, every AFS licence would provide this service but they can't."

The Knowledge Shop financial advice membership gives you the certainty you need when you need it - all in one place, all for one low monthly fee, with no lock-in contracts. Nice.

Looking for the accountants membership? 

Count family of advisers, talk to James Scott for mates rates 0474 356 174.

Count, GPS Wealth, Paragem, AFSL Compliance.

How it works...

The membership is a service, not just a system so there is nothing to learn or implement. We're here to support how you do business.

Your membership includes access to the member portal for your team* including help desk support**, the newsletter and updates, CPD management for all, and one CPD subscription to get you started. Did we mention there are no lock-in contracts?

After sign-on, you are billed on the first working day of each month. If the service doesn’t work for you, that’s fine, just let member services know and we’ll stop billing you and close out your access at the end of the month (you get to keep access and use of the CPD management tools).

Want to chat? Give James Scott a call on 0474 356 174.

The best way to see if the financial advice membership is right for you is to book in a tour. In 15 mins or so, you’ll know.

Technical Help Desk.
Technical support across multiple specialisations

One place for the answers you need when you need them - tax, super (advice, compliance, SMSF), aged care, compliance, ethics - we cover it.

No more ‘phone a friend’ generalisations, or spending time researching answers. Leave it to our specialist team to give you what you need.

And because the membership is for your firm, your more junior team members can get a resolution from us rather than piling up at your door.

All Q&As are tracked and your history of answers accessible on the portal.

Check out some of the adviser help desk Q&As >

Skills focussed adviser CPD

Adviser CPD is about building skills, learning new knowledge, expanding ideas – not ticking a box for the regulator. Your brain is like a muscle so let’s help your cerebrum ‘buff up’.

Even topics you have to get across like compliance and ethics should have a practical impact that adds value. Anything less is a waste of your time.

Membership provides access to on-demand adviser CPD. We take a practical, often case study approach because as Aristotle said, “For the things we have to learn before we can do them, we learn by doing them”… and it’s a whole lot less boring.

And, all of your CPD is accredited, tracked and your CPD certificate accessible for download.

Want to see? Complete the Does your client really understand what you’re saying? IQ course (1 Ethics CPD hour).

Show me the CPD
Learning module

Where your CPD comes together

CPD table
For you
  • CPD tracked as you complete it.
  • Because it’s not all about us (I know, we were surprised too), you can add CPD from other providers manually or as an import. Export your CPD history to excel to import to another system.
  • Track your requirements to your regulatory requirements (financial adviser, SMSF auditor, Tax agent, BAS agent)
  • Share with your AFSL
For your firm's managers
  • See how your team are tracking against requirements
  • Export reports
  • Review CPD activity, progress and completion of your advisers
  • Reject CPD if it doesn’t look right
  • Export CPD and CPD history

Updates clients might actually want to read

Keep in contact with clients in a positive way. Covering the current issues and the questions clients often ask, our newsletter is jargon free.


Want to talk to someone?

Let's have a chat about whether Knowledge Shop membership is right for your firm or your AFSL.

James Scott
James Scott
Knowledge Shop
M 0474 356 174