OPERARTIONS

Revenue Management

Revenue Processing is an essential component of the Licensee. Revenue processing is performed fortnightly by The Advice Exchange in conjunction with Commcentral, a company specialising in providing revenue services to Australian Financial Services Licensees.

Client Management

The Advice Exchange has agreements with over 100 product providers. All adviser code requests and client transfers (internal and external) are managed by the AFSL. All requests must be forwarded to: admin@adviceexchange.com.au

Transfer of Servicing Rights Form

Software Support

The Advice Exchange support’s the use of XPLAN. We manage all XPLAN software licences and are available for second level technical support.

TAE XPLAN Site

The TAE XPLAN site can be found by clicking https://adviceexchange.xplan.iress.com.au

All licence requests are to be made by forwarding the XPLAN licence request form to admin@adviceexchange.com.au

XPLAN Training

As part of the XPLAN licencing fee, users are entitled to enrol in XPLAN training by stating you are a member of The Advice Exchange.

Training Courses can be found by logging into the Iress Learning Centre: www.learningcentre.iress.com/login/start.php

The Iress Learning Centre enables you to choose your learning method of choice.  These include:

  1. virtual classroom

  2. eLearning

  3. webinar

  4. micro-learn

For guidance and instructions on how to navigate and make the best use of The Iress Learning Centre and Iress Community please click here: Iress Training Webinar

Opex Suite Training

To access the latest Opex Suite Training Recording please click here

For more training videos, guides and Tips please login to the Opex Helpdesk Portal using your unique login credentials

Education

The Advice Exchange CPD Year is 01 July to 30 June as per the most recent notice provided to ASIC under section 922HA of the Corporations Act 2001. The Advice Exchange CPD obligations of relevant providers Total Minimum Target is 40 hours of ‘qualifying CPD’ per CPD year. Please refer to the CPD & Training Policy for more information.

At TAE we utilise Kaplan for management of CPD and continuing education. Please send through your certificates to admin@adviceexchange.com.au to have your points added and approved. TAE allows 4 hours of professional or technical reading (0.25 CPD Points per article; Maximum of 0.50 CPD per publication) toward the annual CPD target.