
Benefits of AIOFP Membership
- 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.
- Annual Conference and periodic, subject specific training.
- 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.
- Commodity discounts, including for Dell, Midwinter and Audi.
- 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 financial services related subjects through TAFE NSW and KAPLAN contact Member Services for details.
Certified Financial Strategist
Like any profession there are always different levels of adviser competency and environments in which they work. The Certified Financial Strategist designation was specifically designed to select the ideal set of guidelines, standards and environment to receive professional independent advice.
Benefits of a CFS Adviser
- CFS advisers must work for an independently owned financial practice – there is no conflicting influence of institutional ownership
- CFS advisers charge on a fee for service basis – they receive no commissions or other conflicting inducements from product manufacturers or institutions
- CFS advisers have access to filtered research facilities which is critical to the advice process – filtered research ensures ongoing surveillance of the product and markets
- CFS advisers are highly qualified – they must hold a Diploma of Financial Planning and have a minimum of 3 years experience as a financial adviser
- CFS advisers are ASX and industry fund educated – direct ASX products and industry funds are important segments of the market that need to be considered in a client’s portfolio
These benefits of using a Certified Financial Strategist represent the ultimate environment for dispensing advice. The Certified Financial Strategist adviser possesses all the critical elements to give clients peace of mind that they are acting in the client’s best interests with reliable information and advice in a cost effective and conflict free manner.

FASEA Approved Courses
AIOFP has entered into agreements with TAFE NSW and KAPLAN for discounted fees for members undertaking FASEA approved courses.
For details and more information contact:
Ray Bailey
Member Services Manager
Tel: 0417 878 116
rbailey@aiofp.net.au
