Register as a dealer or adviser

To register a new dealer with Macquarie, they’ll need to complete a Macquarie dealer registration form. You can download this form from Adviser Tools by searching for dealer registration. To complete the form and register a new dealer you must: 

1. Download and print the correct form depending on whether the dealer group is registered with an Australian Financial Services License (AFSL)
2. The Director(s) of the dealer group will need to sign Section 6
3. Once complete please email this directly to adviser@macquarie.com.

What happens next?

Provided the documents are sufficient, Macquarie will process and email the newly registered dealer staff with their new dealer and access codes.

For dealers who have submitted a Dealer registration form Non-AFSL, all registrations will be reviewed internally first to determine if your registration will proceed. We'll be in touch with you soon with an outcome of the review by email.

There is also a form to register new advisers. For more information see Adviser Online new registrations and access levels.

To register a new corporate adviser code, you’ll need to complete a Macquarie adviser registration form. You can also download this form from Adviser Tools by searching for adviser registration.

Please note that your dealer must be registered with us before you can set up a corporate adviser code. If your dealer isn’t registered with us, you can sign them up using the instructions on this page.

To complete the form and register a corporate adviser code you must:

1. Download and print the form
2. In Section 1 you will need to enter the name of the corporate adviser code and enter the individual details of the chosen servicing adviser from the business. The servicing adviser will need to sign Section 5.
3. We’ll also require a copy of the business’ authorised representative certificate signed on company letterhead by the responsible officer or director of the licence, stating that the business is a representative of the dealer group and has met the set adviser criteria
4. Return the completed form to adviser@macquarie.com
5. Provided the documents are sufficient, Macquarie will process and email the new adviser code to registered email address
6. Use the link in this email to register for a new password online .