Tool

Australia AFSL Authorisation Matrix

A guided adviser-prep worksheet that turns user facts into source-linked questions, evidence gaps, and next steps.

Planner inputs

Preparation state
Common input prompts
  • - jurisdiction
  • - activity
  • - client type
  • - current evidence
  • - open questions

jurisdiction-specific

Adviser-prep output

0% ready

Use this worksheet to organise the first conversation. It is not a legal conclusion; it turns your current facts into questions, evidence gaps, and source links.

Output should include

  • risk prompts
  • evidence checklist
  • official-source links
  • adviser questions

Official-source starting points

Related pages

Tool outputs are issue-spotting aids only. They are not legal advice, do not determine whether a licence is required, and must be checked against official regulator materials and professional advice.