referral partner accreditation application

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:

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:

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 consider your 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 accreditations@moneytech.com.au if you are experiencing any issues.