Congratulations on being eligible to join a select group of our registered financial advisers who may receive financial planning referrals from AustralianSuper. Together, we will help our members as well as non-members achieve their best financial future.
Before you start receiving referrals there are a couple of steps for you to take.
- Set up your AdviserRatings adviser profile. There is no cost associated with this process.
- AdviserRatings is the platform behind our 'Find An Adviser' search tool. We use this tool to allocate referrals.
- Set up your profile by visiting the AdviserRatings website and follow the ‘Adviser sign-up’ prompts.
- Make sure you complete both your intro and skills, so we are able to allocate referrals to you.
- Complete the referral preferences questions below.
Once you have completed these steps we will confirm that you are now ready to start receiving referrals.
If you have any questions about this please contact your Business Development Manager.
Referral preferences
From time to time we have advice requests needing specific expertise.
Please complete the information so we can tailor referrals to best suit your expertise.
Frequently asked questions
-
What do I do when I receive a referral?
- Attempt to make contact within two business days of receiving the referral.
- Once you have made contact, reply to the referral email (from advice@australiansuper.com) to confirm that you have made or attempted contact.
- Continue your standard advice process if the member or non member is proceeding to appointment.
- We always welcome further feedback. If you wish to provide further feedback on the referral, please email advice@australiansuper.com.
- Note that until we receive confirmation that you have attempted contact we may not allocate any further referrals to you.
-
What do I do if I am unable to take on the referral?
Forward the email to advice@australiansuper.com and we will re-allocate it to another adviser in the referral group. Please do not pass the referral on to another adviser.
-
Why are you not providing member number or date of birth?
We are extremely conscious of data security and only providing the personal details which are relevant to the referral.