Authorised Representative and Referral Agents

Who is MASU Financial Management?

MASU is a full service boutique financial advisory group specialising in wealth creation though the provision of strategic advice. Being a boutique firm MASU is not aligned to any individual product provider, this enables MASU to provide advice based on a clients specific needs without having to “push” any particular product. MASU’s focus is to provide clients with strategic advice to enable them to achieve their financial goals.

The MASU group has been established for over 15 years. The MASU group is one of the few licensed financial planning firms in Australia that can provide advice on both investment products and direct investments in property. MASU has several professional service licenses including an Australian Financial Services License, Insurance, Real Estate, Mortgage broking and Commercial Finance and Leasing.

MASU can also provide advice on retirement planning and superannuation needs.

Why become a MASU Authorised Represenative

Maintain your independence

Being a boutique group, MASU understands why it is important that you retain your independence. However MASU also understands the importance of strategic relationships. By partnering with us you can receive the benefit of our 15 years of knowledge and expertise in the industry and our team of industry experts. We will support you behind the scenes and attend to all of your licensing and administrative requirments. You can use all of our skills and knowledge to support and improve the goals and financial well being of your clients.

Secure your future by securing your client base

You can significantly reduce the risk of your clients going to other people for advice by catering for most of their financial needs. This means instead of turning to another service providers for complementary services your client stays with you. This full service model approach ensures your clients do not have to see any one else to manage their financial needs.

Complementary Products and Services

By increasing the spread of products that you offer your clients you can substantially increase the revenue you generate from your clients.

Training and Guidance

Once you partner with us you will have access to all our training resources. This includes access to specialist product providers along with our in-house team of experts. You can also attend our in-house training events.