DKN Service Offering

DKN offer to wealth management practices

DKN believes non aligned wealth management practices are a growing sector within the wealth management industry. DKN offers this sector:

  • A cooperative approach to solution delivery 
  • Platform scale benefits via the combined buying power of the DKN Associated Community 
  • Licensing, AFSL corporate governance assistance and practice management solutions 
  • Acquisition, succession and expansion assistance including financing and equity stakes 
  • Quality investment opportunities 
  • An ASX listed entity with an underlying core of advisers as shareholders and a solid understanding of their needs – from both a client and shareholder perspective 
  • An established financial services group with a strong management capability and track record 
  • A respected model within the Australian financial services industry. 
  • A passionate and cooperative culture. DKN has built FUA scale and grown profits by maintaining a focus on delivering quality, choice and service to non-aligned wealth management practices. This approach continues to drive the group’s vision.

 

Benefits of dealing with DKN

  • Access premium brand investment platforms and products at highly competitive prices 
  • Maintain choice and flexibility to run your practice outside the institutional framework 
  • Access a license through Lonsdale Financial Group or manage your own 
  • Assist you to obtain your own license and/or assist with your license management
  • Support in implementing practice management solutions and ongoing support to maximize your business efficiency 
  • Leverage off group buying power 
  • Rewards for practices who reach scale FUA targets through DKN's Partner Program
  • Beneficial capital and equity positions to assist you with business acquisition, succession and expansion 
  • DKN's commitment to quality support means you have more time to run your business and provide service to your clients