Adviser / Counsellor Portal

Apply for verified access.

Tell us who you are, where you work, and what authority you have to support clients. Client records stay blocked until Fairgo verifies the application.

Adviser application

Fairgo uses Auth0 for sign-in. Sign up with your work email — your adviser application will be created with pending status until a tenant_admin approves it. Case access stays blocked until then.

After sign-up you'll land on the pending review page. We'll email you when a tenant_admin approves your access.

Safe default

Pending means blocked

Application requiredNo case access while pending

After submission, applicants land on the pending review page. The dashboard and client case surfaces remain protected.

What we'd verify

Credential checks (production)

This is a demo build — Fairgo doesn't request copies of these documents yet. In production, the adviser onboarding flow verifies:

  • AFCA membership number — checked against the Australian Financial Complaints Authority member register.
  • Financial Counselling Australia membership — confirmed via FCA's authorised counsellor list.
  • Professional indemnity insurance certificate — current certificate of currency naming the adviser or their organisation.

Until those checks ship, your tenant's tenant_admin (or Fairgo's tenant_admin for prospective partners) manually reviews every adviser application before granting case access.