Call the AIOFP on 1800 111 203

Financial advisers join forces with union movement

Financial advisers join forces with union movement

In a bold move to stave off new professional standards planned for their industry, financial advisers are planning to join forces with the union movement. The surprise move from a key adviser industry lobby group comes as the financial industry prepares for the potential election of a Labor government which would arrive in power with…

Read More

THE FASEA FIASCO

FASEA

If FASEA is a concern to you please read this document in its entirety and seriously consider participating in the suggested Political strategy. FASEA FIASCO PAPER & AFR ARTICLE HERE It is time for all Advisers to reunite and use our collective numbers and political clout to seek change to our professions greatest ever threat.…

Read More

A notice to past and current Great Southern Investors

encouraging news for Great Southern investors

The Association of Independently Owned Financial Professionals (AIOFP) is a National Association of 4,000 Advisers who are not aligned to Financial Institutions and act in the best interests of consumers at all times. We have some very encouraging news for Great Southern investors who have not settled with the Bendigo Bank and are being pursued…

Read More

Creating a Best Practice Environment

It’s easy to believe that OH&S isn’t a significant issue in a professional environment. Typically, when people think of a ‘workplace incident’ they tend to think of work sites or a manufacturing environment rather than an office. Yet in 2015 the second most common form of workplace incident was stress. Increasing prevalent in professional service…

Read More

Tasplan and AIOFP finalise referral agreement

Tasplan

Hobart based industry fund Tasplan and AIOFP have finalised a financial advice referral agreement for Tasplan members based on mainland Australia. The agreement provides qualified financial advice referrals to AIOFP who will then allocate the referral to participating AIOFP accredited Adviser members. AIOFP, Manager Member Services, Ray Bailey said, “The agreement provides significant opportunities for…

Read More

Understanding Your HR Obligations

With limited time and a seemingly endless number of responsibilities it is not surprising that many small to medium sized practices fail to fully appreciate their legislative responsibilities towards their employees.  That said, ignorance is no excuse.  Depending on the nature of the dispute, organisations and the individual managers within them, risk hefty penalties if…

Read More

MDRT gives AIOFP professional recognition

MDRT

The Million Dollar Round Table has confirmed it has given the Association of Independently Owned Financial Professionals approval as a recognised professional association. In an email seen by Risk Adviser, MDRT’s membership services confirmed to the AIOFP that it has given it approval as an MDRT professional association. AIOFP manager of member services Ray Bailey…

Read More

Graduate Diploma of Financial Planning

As you no doubt know everyone currently in the industry must be ‘degree qualified’ in an appropriate manner by 2024. The Education industry is an excessively lucrative area where massive margins are taken by ‘brands’. A course can range between $15 – $30,000 depending on what Institution you select. Considering our member surveys over the…

Read More

How specific is your feedback?

Feedback

I am a strong advocate for employees and employers engaging in a genuine, honest two-way dialogue. I truly believe that delivered appropriately, feedback (or feedforward as some would say) is not only incredibly valuable, but something that we generally welcome. I mean, who doesn’t want to be the best that they can be? So it…

Read More