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.
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)