Association of Independently Owned Financial Planners
    Independently Owned Does Make A Difference ...

Eligibility Criteria to be a Member of AIOFP

Association membership is strictly controlled and regulated. A company is eligible to be a Principal Member if they meet the following minimum 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 the Association is built upon.

 


AIOFP Site Navigation:


Association of Independently Owned Financial Planners Logo
   Association of Independently Owned Financial Planners © 2003 | All Rights Reserved | Home | Contact Us |