Update my practice details

You can easily update your practice details within your Adviser Portal.

  1. Login to your Adviser Portal
  2. From your dashboard, open the 'Profile' tab and navigate to the 'Practice & Licensee' section on the left within the menu

    sam practice update

  3. Edit your practice details, as needed

    Please contact our team if you wish to list more than one practice

    For logo updates, please ensure the image is above 400px by 400px to avoid pixelation


  4. Your licensee details are static and come directly from ASIC

    Please reach out to us if your licensee logo is incorrect

  5. Edit and add your practice address details

    Further instructions and information on locations can be found here

  6. Be sure to click 'Save & Next'

    save and next-1

Please allow 1-2 business days for your details to be updated on the site