When to create one
A new brokerage joins the platform
A branch or trading entity needs its own record
Billing sits under a different entity
You're adding a referral partner - see Understand referrer users
Add an organisation
Go to the Organisation tab.
Select New Organisation.
Choose Organisation or Sub-organisation.
If it's a sub-organisation, select its parent.
Search by business name or ABN.
Select the business. Most fields fill in automatically.
Complete anything left blank.
Select Save.
The organisation appears in the Organisation list. If the business didn't come up in the search, enter the details manually instead.
Who can do this: anyone with the Organisation → Create permission.
ACL details
Optional.
Your situation | What to enter |
You hold your own ACL | Your own licence number and holder name |
You operate under an aggregator's ACL | Nothing - leave the fields blank. The aggregator enters it once at parent level and it flows down to you |
You hold your own and sit under an aggregator | Your own. Financeable uses yours over the parent's |
You are the aggregator | Your licence, at parent level, so every brokerage beneath you inherits it |
These details appear on customer-facing documents - privacy consents and disclosures.
After you create it
The organisation appears in the Organisation list. From there you can invite users, set permissions, and set up document templates.