Call the AIOFP on 1800 111 203

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…

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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…

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Tasplan and AIOFP finalise referral agreement


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…

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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…

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MDRT gives AIOFP professional recognition


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…

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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…

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How specific is your 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…

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AIOFP pens outsource deal with Statewide Super

The AIOFP has announced an agreement with industry fund Statewide Super for outsourced advice services, in a bid to compete with the vertically-integrated institutions. Speaking to ifa, Barbara Ryland, manager of industry fund relationships at the AIOFP and a former Local Super executive, said the lobby group for non-aligned licensees has struck a major advice…

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Below is a letter from ASIC EXECUTIVE TEAM LEADER – ADVICE Joanna Bird about the recent FINDEX prosecution and the potential ramifications for all practices. Joanna has asked us to warn all members of the circumstances. You will note also that ASIC are seeking a legal opinion on banning ANY practice from using the term…

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