referral partner accreditation application form

At Moneytech, we appreciate the opportunity to support working with new partners.

Please complete the below form for us to register your accreditation

At the end of the application, please upload the following relevant documents:

for accountants, debt advisors, lawyers etc

1) Copy of your current photo ID. This can either be Drivers license or Passport

2) Industry body membership certificate. (CA/CPA/IPA)

Finance Brokers accredited with our aggregator partners are not required to upload any documents.

For finance Brokers not accredited with our aggregator partners, you need to upload the following

1) Copy of your current photo ID. This can either:

a. Drivers License (a copy of the digital license is not acceptable) or
b. Passport

2) A current copy of your PI

3) A current copy of your police check dated within 6 months of your application. We accept the reports from the following:

a. Australia Federal Police
b. Australian State or Territory Police
c. Australia Criminal Intelligence Commission (ACIC) accredited bodies

4) Copy of your letter of separation if you have transferred aggregator groups recently.

Please ensure you provide thorough details around any criminal, bankruptcy or industry disqualifications. Moneytech may not consideryour application based on the information you provide us.

next steps

Once your application is submitted, we will send to your aggregator or head group to support. Please allow up to 5 business days for your accreditation to be verified. On successful accreditation, we will reach out to you and provide your Moneytech Portal instructions and advise your BDM.

Please reach out to if you are experiencing any issues.

*This information does not take into account your personal objectives, circumstances or needs. Consider its appropriateness to these factors before acting on it. Read the disclosure documents for your selected product or service before deciding whether to purchase them. ABN: 24611393554