AIOFP MEMBERSHIP

The AIOFP was originally formed in 1998 to differentiate the independently owned practices around the nation from the institutionally owned sector and give the independently owned practices a political and/or commercial voice in the market place with ASIC and the Government.

Considering the advice market is now 80% dominated by the institutions, it is critical for the independently owned sector’s survival for practices to mutually cooperate. The AIOFP has grown to be the largest association for the independently owned sector with just under 200 practices representing over 2200 advisers and over $35 billion of funds under advice.

The AIOFP is entering an exciting growth phase which will deliver new clients to your business. These initiatives include the ASX “Find a Planner” client strategy, the new Certified Financial Strategist designation and Filtered Research Committee. The CFS designation is designed to be a professional, client relevant awareness program, and the FRC is an initiative to deliver a reliable, cost effective, monitored research system that allows you and your clients to sleep peacefully at night and achieve investment objectives.

View network brief for further details on AIOFP member services.

Benefits of being an AIOFP member

• networking with like minded professionals on a day to day basis to share information on compliance, marketing and management
• exclusive professional indemnity cover
• relevant, professional bi-annual conferences with key guest speakers
• equity participation platform structures
• ASIC advocacy
• group discounts on software, research and all relevant commodities
• new client referrals

Eligibility criteria to be a general member of AIOFP

Association membership is strictly controlled and regulated. A company is eligible to be a member if they meet the following criteria:

1. must be fully independent with no conflicting ownership from any fund manager, life insurance company, bank, credit union or other financial institution
2. operates an Australian Financial Services License

In addition to these minimum requirements, the Association carefully reviews the reputation and trading records of all members. We seek and give preference to companies that embody and demonstrate in their everyday practice, the core values that the Association is built upon.

Click here to see our directory of general members.

Click here to see information on the new Certified Financial Strategist designation.

How to Join

Download a membership form or contact AIOFP for more information.