For Financial Planners
LogitRank helps Victorian financial planners appear in AI-generated client recommendations.
When a prospective client asks ChatGPT or Perplexity which financial planner to call in your suburb, AI platforms synthesise a response from ASIC's register, directory listings, and entity-structured web content. If your entity data is absent, stale, or contradictory, you don't appear — and a competitor does.
There's also a compliance dimension. AI platforms sometimes apply restricted independence terminology under s923A to practices that haven't claimed it — creating regulatory exposure before a prospective client has made contact. LogitRank fixes both problems.
Why It Matters
Every week you're not cited, AI platforms are recommending your competitors to your prospective clients.
Prospective financial planning clients increasingly use ChatGPT, Perplexity, and Google AI Overviews to decide who to call before they make contact. These platforms generate a recommendation from ASIC's register, directory listings, and entity-structured web content. Financial planners without structured entity data are absent from these responses — ceding pre-contact trust formation to practices that appear.
There's an additional risk: AI platforms sometimes apply restricted independence terminology — language under s923A of the Corporations Act that your practice may not be permitted to use — because they infer it from inconsistent directory listings and third-party sources. The client reading that AI response forms an expectation before they call you.
LogitRank fixes both problems by structuring the entity data AI platforms read about your practice — your AFSL number, ASIC register link, authorisation scope, and independence status — so AI-generated descriptions are accurate, verifiable, and cite you correctly when a prospect searches.
What's included
Week 1 — Baseline and compliance audit
We run your free report queries as the formal baseline, audit your entity signals and AFSL compliance exposure across all 5 platforms, and map every gap between what AI platforms say about your practice and what is accurate under your ASIC authorisation.
AFSL-specific entity signals
Your AFSL number, ASIC register link, authorisation scope, and independence status — structured in schema markup and entity-verified across the corroboration network AI platforms read.
5-platform weekly monitoring
ChatGPT, Perplexity, Gemini, Google AI Overviews, and Copilot — tested weekly against the same three high-intent queries your prospective clients are running.
Weekly report, every Thursday
A one-page update showing what AI platforms said about your practice this week versus last week, tracked against your agreed target queries. No jargon — just the data.
Knowledge Graph enrichment
Wikidata verification, directory submissions, and entity corroboration signals — the network of sources AI platforms read to confirm your entity before citing you.
Three-layer guarantee
90-day money-back if not appearing in target queries. No-worse guarantee: billing pauses if any platform describes you less accurately. Compliance-safe: every change is factual entity data, no marketing claims.
$2,000/month. Cancel anytime.
Billed monthly. No setup fee. No minimum commitment. One hour of your time in month 1 — website access and AFSL scope confirmation. Nothing after that.
Common questions
- What is Answer Engine Optimisation (AEO) for financial planners?
- Answer Engine Optimisation (AEO) for financial planners is the practice of structuring a planning practice's entity data so that AI platforms — including ChatGPT, Perplexity, Gemini, Google AI Overviews, and Copilot — describe the practice accurately and cite it in response to high-intent client queries. LogitRank applies the Kalicube Process™ developed by Jason Barnard to build the entity signals AI platforms need to confidently name a financial planning practice in their responses. The results are tracked weekly across all five platforms and documented at logitrank.com/case-studies.
- Do AI platforms accurately describe a financial planner's AFSL scope and independence status?
- AI platforms regularly misrepresent the scope and independence status of financial planning practices. When a prospective client asks ChatGPT or Perplexity for a financial planner recommendation, the response may include restricted language under s923A of the Corporations Act — language the practice itself is prohibited from using in its own marketing. LogitRank structures entity data to ensure AI-generated descriptions of a financial planning practice are accurate, ASIC-verified, and free of restricted independence terminology.
- Which AI platforms do prospective financial planning clients use to find advisers?
- Prospective financial planning clients increasingly use ChatGPT, Perplexity, Google AI Overviews, Gemini, and Microsoft Copilot to find and screen financial planners before making contact. These platforms synthesise information from ASIC's register, directory listings, and entity-structured web content to generate recommendations. Financial planners without structured entity data are absent from these responses — ceding pre-contact trust formation to practices that appear.
- How long does it take for a financial planner to appear in AI-generated recommendations?
- AI platforms update their entity data on varying cadences — typically within 4–12 weeks of structured entity signals being established. LogitRank's 90-day guarantee is grounded in this window: financial planning practices that stay for the full 90 days and are not appearing accurately in their agreed target queries receive a full refund. The three target queries are confirmed before the retainer begins and used as the benchmark for every weekly report.
Start with the free report.
We agree on three high-intent queries your prospective clients are running — for example, "financial planner South Yarra retirement planning" — and test them across all five AI platforms. You receive verbatim results, who's appearing instead of you, and one finding you can act on immediately. No commitment.