Strong on systems compliance and financial literacy; sales orientation to be supported with early coaching. Finance gap has a credible backup plan.
Qualification & financials
Declared capital$300,000
Brand minimum$250,000
Delta vs minimum+$50,000
FundingEquity, SMSF
Assessment profile
Systems compliancep70
Financial literacyp76
Resiliencep72
Sales orientationp64
Consistency checkclean
Interview
Structured interview completed with anchored scoring across 6 questions, dual-rater. Variance items discussed and resolved. Weighted result supports the recommendation.
Compliance status
LQS79 (warm)
SMS verifiedYes
Code regimeNew Code (post-Apr 2025)
DisclosureNot issued
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