FINANCIAL REFERRALS
Connecting You with Trusted Financial Professionals
We connect individuals and businesses with trusted financial professionals who can provide guidance tailored to their needs. Through our financial referral services, we help clients access suitable financial service providers to explore solutions that support their personal and business goals.
Connecting You with Trusted Financial Professionals
Tell us the general nature of the financial services contact you are seeking. Depending on the approved service scope and available partners, we may introduce you to a business holding the relevant Australian credit licence, credit representative authority, Australian financial serviceslicence or authorised representative authority. The required authority depends on the activity. A credit licence alone does not establish authority to provide every financial service.
Business and professional enquiries
Business owners may need an external contact to discuss finance for equipment, working capital or another commercial purpose. Capital Referral Network can receive a general introduction request within its approved scope. The receiving business is responsible for deciding the nature of the proposed transaction, the applicable rules and whether it is authorised to provide the service requested.
Your financial referral enquiry
A receiving business may identify that another appropriately authorised business is better placed to handle your enquiry. Ask it to explain the identity and role of the proposed recipient, why the introduction is being suggested and whether any fee or benefit applies. You should understand what information will be passed on and the basis on which it will be shared before an onward introduction occurs.