Benefits of Membership

AIOFP Member Benefits

  • The ability to use the AIOFP logo on all letterheads and promotional material where the term ‘Independently Owned’ is permissible.
  • Political and commercial representation with all industry stakeholders.
  • Membership of the Member Protection Fund (MPF) to represent and protect members from unfair victimisation.
  • Access to the Certified Financial Strategist (CFS) designation.
  • Access to the Filtered Research Committee‘s (FRC) non-conflicted research joint venture with Mercer and Lincoln Indicators.
  • New client referrals from industry fund, corporate clients and NTAA activities for CFS advisers.
  • PI Insurance Service that provides real benefits with price and cover.
  • Compliance service that can assist with all practice needs.
  • Training facilities through a joint venture with NTAA.
  • Commodity discounts.
  • Complimentary 12 month subscription to ifa (Independent Financial Adviser) magazine valued at over $89.
  • Exclusive discounted rates for AIOFP members to attend Sterling Publishing wealth events providing access to AIOFP CPD points (events include: ifa Business Strategy Day, Adviser Innovation, ifa Excellence Awards & Wraps, Platforms & Masterfunds Conference)