An Exciting New Chapter for EK Financial Group: Moving to Our Own AFSL
12 March
At EK Financial Group, our goal has always been simple — to help you take control of your financial future with clarity and confidence.
As our business continues to grow and evolve, I wanted to personally share an important update about the next stage in our journey.
EK Financial Group will be moving to a self-licensed model, operating under our own Australian Financial Services Licence (AFSL)and reporting directly to ASIC.
This is a positive step forward for our business and allows us to continue building a stronger, more independent advice firm for the future.
A Brief Look Back
Many of you know that EK Financial Group has a long history in the financial advice profession.
The business was founded nearly 40 years ago by my father, Edward Kane, originally operating under the AMP network. Over the years the financial advice industry has changed significantly, and like many advice firms we have adapted along the way.
As our business continues to grow, we believe now is the right time to take the next step and operate under our own licence.
What This Means for You
The most important message I want to share is that nothing changes in how we look after you.
Same Adviser, Same Team
You will continue working with Zac, Bas and I and the same team who already support you.
No Change to Your Strategy or Products
Your superannuation, investments, pensions and insurance arrangements remain exactly the same.
No Change to Your Fees
Your existing service agreement and fee structure continue unchanged.
From your perspective as a client, this transition happens almost entirely behind the scenes.
Why We’re Making This Change
The financial advice profession continues to evolve, with new technology, regulation and opportunities shaping the industry.
By operating under our own AFSL, EK Financial Group gains greater flexibility to:
Improve our systems and technology
Streamline how we deliver advice
Continue investing in innovation
Strengthen the overall client experience
Most importantly, it strengthens our independence.
This structure allows us to maintain full control over our advice framework, ensuring that every recommendation we provide continues to be guided solely by your best interests.
Looking Ahead
Nearly four decades ago, this business was built on relationships, trust and long-term thinking.
Those same values continue to guide everything we do today.
This move to a self-licensed model is about ensuring EK Financial Group remains strong, independent and forward-thinking for many years to come.
Thank you for the trust you continue to place in us.
If you have any questions about this update, please don’t hesitate to reach out — we’re always happy to talk.
