Explore Our Mentoring Services for the Professional Year

Explore our range of mentoring and workshop services designed to help you move forward with confidence, whenever you are ready for the Professional Year.

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What We Offer

Unsure how to give your Professional Year Employee the structure and support they need while you’re busy running a practice?

Many Supervisors want to guide their PY well but don’t have the time to build everything themselves.

Our PY Services give Supervisors and PY Employees the clarity, tools, and confidence to make every quarter count. That’s why we offer flexible PY Services you can select from strong foundations, quarterly momentum, soft‑skill development, and adviser‑ready preparation so you can create a smooth, supported PY experience without adding to your workload.

We offer mentoring services to meet the needs of every Supervisor and their PY Employee. Have something else in mind? We'd be happy to work with you to create a custom quote.

  • A high‑impact onboarding service that equips Supervisors and PY Employees with everything they need to start strong.
    Includes: PY Handbook, FAAA Workbook, Office Policy, program orientation, expectations, tools, and setup guidance.

  • A structured, quarter by quarter support service that keeps the Professional Year focused and moving forward. With guided reviews and practical calibration, Supervisors and PY Employees stay aligned on progress and priorities.

    Includes: Quarter 1 and 2 Acceleration opportunities, progress reviews, external Exam course, and ongoing Supervisor support.

  • This package is included in Quarters 3 and 4. A high‑touch advanced service that sharpens the human side of advice communication, pricing confidence, and ethical mastery anchored in DISC personality profiling. Designed to elevate how the Professional Year employee engages clients, articulates value, and respond to complex dilemmas with clarity and professionalism.

    Includes: DISC‑informed client interaction frameworks, matching advice services to client needs, pricing methods, navigating ethical dilemmas with confidence.

  • A final‑quarter transformation from trainee to practising adviser.
    Includes: Business‑ready preparation, identifying a book of clients or networking to source client referrals, confidence building, and transition support into a registered adviser role.

Our Process

Start Strong

Together, we set up the foundations of your Professional Year program, office policy and time-line over the next 4 quarters

Stay on Track

Regular check-ins to keep momentum high, review progress, accelerate growth and stay informed without adding to your workload.

Build Capability

We develop soft skills with DISC profiling. We explore pricing, communication, and ethical decision‑making. Your PY employee grows into a well-rounded future adviser.

Finish Adviser-Ready

We prepare them for registration. We help them shape their first client book. They step into the profession ready to contribute from day one.

  • “A strong PY program protects your clients, strengthens your practice, and builds ethical advisers who can thrive for decades.”

    Julie Matheson, Finwise Leadership Australia

  • “The new entrant also needs to be able to identify and resolve ethical dilemmas as part of the professional year, and be able to hit the road on their own as a fully authorised financial adviser.”

    Joel Ronchi, Fourth Line

  • “There is no time limit for completing the professional year – you can take as long as you need.”

    ASIC Professional Year

Let’s Work Together

Ready to make the Professional Year easier for you and more impactful for your PY Employee?

Choose the services that support your practice and set your future adviser up for success.