About Us | National Planning Partners - National Planning Partners

Welcome to National Planning Partners, an independent boutique AFSL Dealer Group. We specialise in delivering 100% compliant, meticulously researched services to Australian financial advisor firms. Based in Melbourne, we are a national professional advisory resource and service provider authorised under the AFSL 503734.

We serve, support and develop your team so your business can skyrocket.

Our Founders

With over 30 years of experience in the financial planning industry, founders Shannon Cramer and Alex Bernshteyn established National Planning Partners to empower and upskill financial advisers. They realised they could leverage their deep experience and knowledge to assist peers and improve the well-being and reputation of Australia’s financial services industry.

What We Do

We provide a full-stack solution of comprehensive AFSL and ancillary services.

Office Rental:

Take advantage of contemporary, fully-equipped meeting rooms and workspaces in Melbourne CBD.

How We Work

Professional development

We continually invest in our people and partners. Educating, upskilling, sharing and collaborating, benefiting individuals, teams and businesses. Everyone wins.

Is it in your client’s best interest?

That’s the question we ask ourselves ahead of any task. Will your client benefit? We proceed - and recommend - only if the answer is yes.

Innovation

We are quick to adopt useful industry trends, software and tools that make us better and faster - you directly benefit from every advancement.

With integrity

Trust, truth and transparency. We work with people’s wealth and livelihoods; such gravitas demands the highest ethics and integrity.

Why We Do It

Obtaining an AFSL requires significant dedicated resources and financial investment. It’s a hard-earned advantage that many Australian financial advisory firms cannot pursue.

We want to make 100% compliant, best-practice support services accessible to Australian financial planners. Through our partnerships, firms tap into a network of highly skilled and experienced financial professionals who can assist, support and develop their team, and in so doing, raise the industry bar.

Because when our industry is healthy, ethical, trusted and respected, we all succeed.

What Sets Us Apart

Affordability

Impeccable service & support

100% independent

Transparent

Meticulous due diligence

Affordability

We strive to be the best value AFSL Dealer Group in Australia. Our combination of affordable fees and exceptional talent is unmatched.

Impeccable service & support

Responsive, agile, tailored solutions, clear communication, exceptional organisation skills and proactivity ensure clients receive a VIP service.

100% independent

A boutique, independently owned business, National Planning Partners is not aligned to any products. Our advice is impartial and based entirely on merit and relevance.

Transparent

Credibility plays a crucial role in determining success within this industry. Only when you operate openly, efficiently and with integrity can you enjoy credibility.

Meticulous due diligence

Due diligence underlines all our work. We carefully research, plan, prepare and vet before we present anything to you.

About National Planning Partners

Our Founders

What We Do

AFSL Financial Services:

Mortgage Broking:

Paraplanning Services:

Marketing & Graphic Design: