⚠️Only designated Practice Champions are authorised to approve billing requests. Please ensure requests are submitted by an authorised user.
Updating Your Business Name or AFSL in AdviserLogic
If you need to change your Business/Practice name or update the AFSL (Australian Financial Services Licence) associated with your practice in AdviserLogic, follow the steps outlined to ensure a smooth transition.
Email Request
Please send an email to our support team at [email protected].
Ensure the email is sent from the Practice Champion’s registered email address.
📢 Important Billing Request Guidelines
If a paraplanner or support staff submits a request, the Practice Champion must be CC’d in the email.
Billing requests are handled exclusively via email and will not be processed through calls or chat support.
⚠️ Ensure compliance to avoid delays.
Required Documents for Changing Business Name or AFSL
🪙 To Change the Business/Practice Name:
Attach the official document reflecting the change of your business/practice name in your email request.
🪙 To Change the AFSL Name:
Include the officially signed document that reflects the change of your AFSL or provide a copy of your current AFSL.
🚧 Ensure all documents are accurate and up to date to facilitate a smooth update in AdviserLogic.
📌 Note
If your Business/Practice Name changes and an ABN update is required in our records, a novation agreement must be accepted by the Practice Champion before proceeding with the request.
Verification and Update
After receiving the request by email, the support team will review and verify the submitted documents. The Business/Practice Name or AFSL will then be updated in AdviserLogic
After the update and verification process is completed, the support team will confirm the changes via the same email thread.
📌 Note
Providing the Business Name change document or AFSL change certificate is mandatory to proceed with the request.
For a Business Name and ABN change request, an accepted Novation Agreement is sufficient to proceed.
The Support Team will provide the Novation Agreement after verifying that an ABN update is required alongside the Business Name change.