The Alpha Group

The Alpha Group is a network of self licensed financial planning firms based in greater Melbourne area. The group contains a diverse range of member firms which each share their unique business models and knowledge for the collective benefit of the group. Activities of the Alpha Group include: The Alpha Group Conference held around September or Oct... ober each year. The purpose of the conference is to extend the experience and knowledge of presenters to the wider group being Principal Members advisers and support staff to deliver relevant continuing professional development. The Alpha Group Sponsor day is a supplementary event held in March each year which gives members the opportunity to network and further develop technical knowledge. Principal member meetings are held each quarter to discuss issues of common interest and share experiences and expertise. Establishment of working committees to enhance the skills and knowledge of member practices (e.g. software knowledge, compliance, legislative changes). Pooling of resources of members to improve efficiency in order to provide superior advice in the best interests of clients. Members are currently developing new initiatives to generate better client outcomes in the areas associated with: Improvements in the usage of CRM, Portfolio Administration and Reporting Software Please see below our member firms who are located all over the greater Melbourne area.Read More