Financial adviser registration
Step 1. Dealer group agreement
Download and complete the dealer group service agreement (PDF) to establish access to the Foresters adviser portal.
Return the signed agreement to Matt Allison (matta@forestersfinancial.com.au).
Step 2. Adviser registration
Once the dealer agreement is received, a Foresters team member will issue the adviser registration form.
Complete, sign and return the form to activate individual access.
Step 3. Portal access
After approval, authorised representatives can register online and access the adviser portal.
Guidance is available to support first-time registration.
Financial adviser FAQs
Dealer groups must register before authorised representatives can access the adviser portal.
Step 1: Complete and return the dealer group service agreement (PDF).
Step 2: Foresters will issue the adviser registration form.
Step 3: Complete and return the registration form to finalise approval.
Access for authorised representatives is enabled once dealer group registration is approved.
Yes. The dealer group must complete and submit the dealer group service agreement before authorised representatives can apply for portal access.
Once your dealer group registration is approved, you can complete the adviser registration process to obtain portal access.
Contact Adviser Services at matta@forestersfinancial.com.au or call 1800 645 326 for support with registration or portal access.