Free AI Visibility Report: Australian Licensed Financial Services Practices
Your next client asked ChatGPT for a licensed professional in your area. Find out if they found you, or your competitors.
When a prospect asks ChatGPT or Perplexity for a financial planner, mortgage broker, investment manager, stockbroker, SMSF adviser, or insurance licensee in your area, the platform generates a cited recommendation — not a list of links. If your entity data is absent, stale, or inconsistent, a competitor appears in that answer instead of you. The free report shows you verbatim what each of the 5 AI platforms is saying: who appears for your target queries, who is being recommended instead, and why. Delivered in 24 hours, no strings.
I run this for free because when you see ChatGPT recommending other practices in your suburb without naming you once, you'll want it fixed. That's what the retainer does: $2,000/month, cancel anytime. Three guarantees: 90-day money-back, no-worse (billing pauses if descriptions get less accurate), and compliance-safe (every change is factual entity data, no marketing claims ever).
How It Works
From invisible to cited, without touching anything yourself
When a prospective client asks ChatGPT or Perplexity for a financial planner, mortgage broker, investment manager, SMSF adviser, stockbroker, or insurance licensee in your area, the platform generates a cited recommendation, not a list of links. If your practice isn't in that answer, the client calls someone who is. Answer Engine Optimisation (AEO) is the discipline of building the entity signals AI platforms need to name your practice, so you appear when prospects across Australia ask the questions that lead to a first appointment — not your competitors.
Free AI Visibility Report
We agree on 3 high-intent queries your prospective clients are running — for example, "financial planner South Yarra retirement planning", "investment manager Melbourne SMSF", "mortgage broker Melbourne first home buyer", or "stockbroker Sydney equities". We test them across all 5 AI platforms and show you verbatim who appears, what they say, and whether you're there. Delivered in 24 hours.
Done For You, Start to Finish
If you join the retainer, we handle everything: schema markup, Knowledge Graph signals, directory submissions, entity corroboration. One hour in month 1: website access and licence scope confirmation. Nothing after that. You don't need to understand how AI citation works. That's the point.
Weekly Report
Each week you get a one-page update showing what AI platforms said about you this week versus last week, tracked against the same queries we ran in your free report. Three guarantees: 90-day money-back if you're not appearing, no-worse (billing pauses if any platform describes you less accurately), and compliance-safe (every change is factual entity data, no marketing claims).
The Retainer
Cancel anytime. Everything handled.
Done-for-you implementation
Schema markup, Knowledge Graph signals, directory submissions, entity corroboration, all handled by Matthew Bilo. One hour in month 1: website access and licence scope confirmation. Nothing after that.
5-platform monitoring
ChatGPT, Perplexity, Gemini, Google AI Overviews, and Copilot, tracked weekly against the same high-intent queries we tested in your free report.
Weekly report
A one-page update showing your AI visibility this week versus last week. No jargon, no dashboards. Just the data on where you stand.
Three-layer guarantee
90-day money-back if you're not appearing in target queries. No-worse: billing pauses if any platform describes you less accurately. Compliance-safe: every change is factual entity data, no marketing claims, ever.
Cancel anytime. If you cancel before 90 days, the money-back guarantee does not apply; the guarantee exists for clients who give us the full 90 days to deliver. Most clients stay well beyond that.
Methodology
The Citation Readiness Framework
AI answer engines run every query through three sequential gates: retrieval, reranking, and extraction, before generating an answer. A firm can only be cited if it clears all three. The Citation Readiness Framework is LogitRank's proprietary five-phase methodology for clearing each gate, built specifically for the compliance requirements of Australian licensed financial services businesses.
Credential Indexing
Establishes your regulatory credentials and service scope as indexable, crawlable data, so AI platforms can find and identify your firm when prospective clients ask relevant questions.
Semantic Specificity
Aligns your content with the specific queries your prospective clients are asking, so it scores high enough against those queries to survive AI reranking and reach the generation step.
Extraction Architecture
Structures your content so AI systems can reliably extract and surface the right facts, including your credentials, location, and scope, directly into their generated answers.
Entity Corroboration
Builds a multi-source signal network so AI platforms find consistent, corroborating evidence of your firm's existence, credentials, and scope across independent sources.
Index Freshness
Maintains content currency and monitors citation accuracy on an ongoing basis, so AI platforms always retrieve accurate, up-to-date information about your firm.
Methodological foundation: The Citation Readiness Framework is LogitRank's proprietary Answer Engine Optimisation (AEO) methodology built specifically for Australian licensed financial services businesses: AFSL holders, ACL holders, TPB registrants, and related licence classes. The five phases address each of the three AI gates as a distinct, auditable deliverable.
Progress is measured weekly using the LogitRank AI Visibility Index — a structured audit of how AI platforms describe a licensed financial services practice across all five platforms.
Case Studies
Results That Speak in AI Answers
Live Case Study
LogitRank, The AEO Journey
LogitRank documents its own AEO journey publicly — every phase of schema markup, entity corroboration, and weekly visibility tracking applied to LogitRank itself. What you see in the case study is the exact methodology your practice would receive: each optimisation is the same, each measurement standard is the same. If you want to understand what the retainer produces before committing, this is where to start.
About
Matthew Bilo, Australia's AEO consultant for licensed financial services practices
Matthew Bilo is an Answer Engine Optimisation specialist and software engineer based in Melbourne, Australia. He is the founder of LogitRank, Australia's dedicated AEO consultancy for licensed financial services businesses. LogitRank fixes the entity data AI platforms use to describe financial practices, ensuring they are cited accurately, not misrepresented with restricted independence terminology or incorrect scope descriptions, so when a prospect asks ChatGPT or Perplexity for a licensed professional in their area, the right practice is the named answer.
Matthew's background is in full-stack software engineering. AI platforms do not rank web pages; they evaluate structured data, reconcile entity identifiers, and retrieve statements verifiable across multiple sources. As a software engineer, Matthew understands how that pipeline works, which is why LogitRank's AEO recommendations go further than content audits.
Through LogitRank, Matthew works with Australian licensed financial services businesses to ensure that when prospective clients ask AI platforms who to trust for financial advice, his clients are the named answer. His methodology is systematic, evidence-based, and built specifically for the compliance requirements of Australian financial services licensees.
Connect with Matthew
FAQ
Common questions
- Is the free AI Visibility Report really free?
- Yes. There is no pitch, no sales call required before delivery, and no obligation to proceed. Matthew runs the report and sends the results to your inbox within 24 hours. The reason it's free: when you see ChatGPT recommending other practices in your suburb without naming you once, the problem becomes self-evident. The retainer fixes it. You decide whether that's worth $2,000/month.
- What happens if I don't appear in my target queries within 90 days?
- There are three guarantees. First: if you're not appearing in your target queries within 90 days, you receive a full refund. No conditions, no questions. Second: if any platform begins describing your practice less accurately during the retainer, billing pauses until it's fixed. You never pay for a step backwards. Third: every change we make is factual entity data (your regulatory credentials, your verified scope, your registered licence details). We create zero marketing claims. All three guarantees apply to clients who stay on the retainer for the full 90 days.
- What do I need to do once I join the retainer?
- One hour in month 1: website access and licence scope confirmation. After that, nothing. Matthew handles the schema markup, Knowledge Graph signals, directory submissions, and entity corroboration. You receive a weekly one-page report. That's the entire requirement on your side.