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encouraging news for Great Southern investors

A notice to past and current 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…


Bendigo Bank/Great Southern Complaint


light globes

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…


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…


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…


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…

Senior couple reading the form with a financial consultant in the office

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…


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…

Registered Tax Practitioner

Registered Tax Practitioners

From 16 October to 5 November the Tax Practitioners Board (TPB) will be advertising to small businesses encouraging those who use an agent for their tax or business activity statement matters, to check that agent is registered. We will encourage small businesses to: look for the registered tax practitioner symbol check the TPB Register. Advertisements…

Raddison Hotel

Corporate Hotel Rate in Melbourne and Sydney for Members – Radisson Hotels

We are pleased to announce that AIOFP have negotiated a discount on the retail rate at Radisson Hotels in Melbourne and Sydney. If you are looking for accommodation or conference facilities, why not take advantage of these discounted rates. The Radisson Blue Sydney 5 Star Hotel is in a great position near Circular Quay and…