Love what we do? Refer us to someone you know!
We appreciate the opportunity to earn your business.
A referral is the highest compliment you can give us.
ASIC RG 38 COMPLIANT SOP
How to Refer a Client to Us
30-Second Guide for Accounting, Bookkeeping & Mortgage Broking Partners
Why This Method? To protect your client's privacy and strictly comply with ASIC Anti-Hawking laws (s 992A), we do not make unsolicited phone calls. We use a 3-way warm email intro so your client remains in control at all times.
Referral Options Overview
| Method | Best Used When | Action Required |
|---|---|---|
| Option A: Warm Email Intro | Client is open to advice and needs an intro. | Copy the email template below, send to client, CC Drew. |
| Option B: Direct Booking Link | Client wants to select their own call time. | Send client our booking link directly via SMS/Email. |
Option A: Copy & Paste Email Template
To: [Client Email]
CC:
Subject: Introduction to Drew Browne regarding your financial planning
Hi [Client Name],
Following up on our recent conversation, I’ve CC’d Drew Browne from Sapience Financial (AR NSWCFS) on this email.
Drew specialises in Personal Risk Insurance & Estate Protection & Provision, and can help answer the questions we discussed. I’ll leave you two to connect here directly.
Kind regards,
[Your Name]
Following up on our recent conversation, I’ve CC’d Drew Browne from Sapience Financial (AR NSWCFS) on this email.
Drew specialises in Personal Risk Insurance & Estate Protection & Provision, and can help answer the questions we discussed. I’ll leave you two to connect here directly.
Kind regards,
[Your Name]
Option B: Direct Booking URL
Share this URL directly with your client via SMS or email:
https://calendar.app.google/7yDQYBvpJJWK9N9DA
Adviser: Drew Browne () | Licensing: Sapience Financial (AR NSWCFS)
