01
AFSL 258057 · Since 2001
Your business,
Our AFSL Network.
Proprietary & Fiduciary Services has spent 25 years building a trusted network of experienced wholesale financial professionals. We selectively admit partners whose expertise, governance standards, and values reflect the integrity our network demands.
25+
Years
2001
Since
Selective
Admission
AFSL
258057
02
The alternative
Weeks to market.
Not years.
An independent AFSL can take 12–18 months and significant legal cost. Joining the Proprietary & Fiduciary network as an authorised partner removes that barrier, connecting you with 25 years of established governance and a licence built on trust.
Weeks
Typical time to authorisation
25+
Years of continuous operation
12–18mo
Typical timeline for an independent AFSL application
Infrastructure ready
Compliance, supervision, and recordkeeping already in place from day one.
Operational independence
Your clients, your fees, your decisions — within the agreed network framework.
Wholesale scope
Restricted to wholesale clients under the licence — the right structure for experienced professional teams. Retail distribution is not permitted.
Proportionate oversight
Supervision calibrated to the nature and scale of your activities.
03
The licence
25+
Years of continuous operation
AFSL 258057 first granted in 2001. Maintained without interruption since.
AFSL 258057
Licence number
Regulated under the Corporations Act 2001 (Cth). Issued by ASIC.
Wholesale
Clients only — a licence restriction
The licence is restricted to wholesale clients under the Corporations Act 2001. Retail distribution and personal advice are not within scope.
Who we partner with
We partner with established teams
in wholesale markets.
Corporate advisory teams
Providing M&A, capital markets, or strategic financial advice to sophisticated institutional clients.
Financial product distributors
Arranging or facilitating wholesale investment transactions and product placements.
Capital raising specialists
Supporting wholesale equity or debt transactions for issuer and investor clients.
Boutique investment professionals
Experienced teams establishing or growing an independent wholesale financial services practice.
04
Selective admission
We admit only those
who meet our standard.
The Proprietary & Fiduciary network is built on trust accumulated over 25 years. Our admission process is based on three core values.
01
Sound governance capability
A corporate structure with established governance arrangements and the operational capability to uphold your individual obligations as a network member.
02
Clean regulatory history
No material regulatory action, enforceable undertakings, or unresolved compliance matters. Transparency about your history is a prerequisite.
03
Values alignment
A genuine commitment to operating with integrity and maintaining the standards of conduct that define our network's reputation across 25 years.
05
Authorised activities
What you can do
under our licence.
Each CAR's authorised scope is individually determined by their appointment documentation. The categories below represent the principal services available under AFSL 258057.
Full scope of activities →I
Wholesale clients
Financial Product Advice
Provide general advice on financial products to sophisticated institutional and wholesale clients within the terms of your written appointment.
II
Transaction facilitation
Dealing in Financial Products
Arrange and facilitate transactions for wholesale clients across the product classes covered by your individual appointment documentation.
III
Wholesale transactions
Capital Raising Support
Support wholesale investment transactions and capital market activities, including deal management within defined parameters.
IV
Where expressly permitted
Underwriting & Capital Markets
Participate in underwriting and capital markets activities where expressly permitted under your individual appointment terms.
06
Joining our network
From introduction to
network member in four steps.
01
Express your interest
Tell us about your entity and proposed wholesale activities. Strictly confidential.
02
Eligibility & trust review
We assess your governance capability, wholesale-market expertise, and alignment with our network's standards.
03
Partnership agreement
Formal agreement establishing your authorised scope, obligations, and supervisory arrangements.
04
Operate as a network member
Independent delivery of services, within your authorised scope and the standards the network demands.
07
Why join our network
25 years of trusted operation — and a network built to last.
AFSL 258057 has operated continuously since 2001. Joining our network means operating within governance frameworks and supervisory processes built over two decades, and committing to the same standards of conduct that define our reputation.
25+ years operating
AFSL 258057 held continuously since 2001 — a clean regulatory record and tested governance.
Wholesale scope
The licence is restricted to wholesale clients under the Corporations Act. Retail distribution and personal advice are outside the scope of this network.
Shared framework
Licence-level compliance and supervisory frameworks in place. Network members operate within them and uphold their own conduct obligations.
Operational independence
Full commercial independence over your clients, fees, and decisions, within the agreed network framework.
Proportionate oversight
Supervision calibrated to the nature and scale of your authorised activities.
Selective admission
We admit only those whose expertise, governance capability, and values align with our network's principles.
CAR
Confidential enquiries
Ready to join
our network?
We selectively admit corporate entities whose expertise, governance standards, and values align with the principles that have defined our network for over 25 years. All discussions are conducted in strict confidence.
Express your interest