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.
  • Access to the Certified Financial Strategist (CFS) designation.
  • New client referrals from industry fund, corporate clients and related organisation activities for CFS designated Advisers.
  • PI Insurance Service that provides real benefits with price and cover.
  • Training facilities through strategic alliances with partner organisations.
  • Commodity discounts.
  • Complimentary 12 month subscription to ifa (Independent Financial Adviser) magazine valued at over $89.
  • Exclusive discounted rates for AIOFP members to attend Momentum Media wealth events providing access to AIOFP CPD points (events include: ifa Business Strategy Day, Adviser Innovation, ifa Excellence Awards & Wraps, Platforms & Masterfunds Conference)
  • Course discounts available for FASEA related subjects through TAFE NSW and KAPLAN contact Member Services for details
  • Monthly Webinar series primarily around ethics related subjects complimentary to members.