Click on images to expand in a new tab

Overview

Your AdviserLogic Profile ensures your professional details flow into reports, advice documents, and client communications.

By completing your profile, you save time and maintain consistency across your practice.

This includes key information such as your:

Adviser Representative Number (ARN)
Corporate Authorised Representative (CAR) details
Profile Picture

You can also upload your profile picture for a personalised touch. Keeping your profile up to date supports compliance and ensures your reports are professionally branded and accurate.

Once you have logged into AdviserLogic, it’s important to complete your AdviserLogic Profile to ensure your professional details are accurate and pre-filled in reports and advice documents.

Access

Navigate to the 👤Person Icon located at the top right of your AdviserLogic screen and select Profile from the dropdown menu.

Complete/Edit Profile

When the Edit Profile window opens, you’ll find several fields ready for you to complete.

Adviser Profile Fields to Complete

Title	Select your professional title from the drop-down (e.g., Mr, Ms, Dr).
Post Nominals	Enter any qualifications or designations (e.g., CFP®, CPA).
First Name	Pre-filled by the system. Displays your first name.
Surname	Pre-filled by the system. Displays your surname.
Address 1	Enter your primary address or office location.
Address 2	Optional field for additional address details.
Suburb	Enter the suburb for your address.
State	Select your state from the drop-down list.
Post Code	Enter your postcode (required field).
Phone	Add your office phone number.
Mobile	Add your mobile number for contact purposes.
Fax	Optional field to enter your fax number if applicable.
Email	Pre-filled and non-editable. Displays your registered email address. To change your email address you will need to email AdviserLogic Support
ARN	Enter your Authorised Representative Number. This is a unique number issued by ASIC (Australian Securities and Investments Commission) and listed on the Financial Advisers Register. Use your actual ARN as provided by your licensee.
Adviser CAR Name	Enter your Corporate Authorised Representative (CAR) Name. The CAR Name is the full legal name of the Corporate Authorised Representative as listed on the ASIC Financial Advisers Register. Always use the exact name provided by your licensee or compliance team.
Adviser CARN	Enter your Corporate Authorised Representative Number (CARN). In practice, your CARN is issued by your Australian Financial Services Licensee (AFSL) and will typically be a 6 to 7-digit number. Always ensure you enter the correct number provided by your licensee.
Group	Select your AdviserLogic group or team from the drop-down menu.
Fee Split	Enter your fee split as a decimal value (e.g., 0.80 for 80%). 👉 Please Note Fee split functionality is transitioning to Digital Advice Settings. If the value entered here does not reflect in your advice outputs, refer to the Digital Advice Settings guide to review or update the correct fee split configuration. ❗The primary use case for this field is when your business operates with multiple Adviser Groups, each applying a different fee split. In such scenarios, setting the fee split here ensures accurate calculation and reporting for each group.

💡 Tip

Completing your profile ensures your professional details flow through reports and advice documents.

Your Name, Surname, and Email Address will already be pre-filled by the AdviserLogic Team during your account setup. These fields are not editable.

📌Note

The owner of the account or practice champion needs to email AdviserLogic Support to change any of these values.

These details are also displayed under your profile icon for quick reference.

💾 Remember to select Save from the bottom right of the window after updating your information.

✅ Recommended Fields to Complete

We recommend completing the following fields, as the information entered here automatically populates reports you generate within AdviserLogic:

ARN (Authorised Representative Number) – Required for compliance and reporting.
Adviser CAR Name and Adviser CARN – Your corporate name and number.

👤 Upload Your Profile Picture

For a more personalised experience, you can upload your profile photo:

Select the Person Icon from the left menu panel.

Select Choose File at the bottom of the window then browse your computer to locate and select the image you want to upload.

The selected image will show in the grey upload area.

Use the ➖ and ➕ buttons below the grey area to zoom out or zoom in on the image until it fits the upload block as desired. Once you are satisfied, select Crop to refine the image framing.