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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 AIOFP members and an exciting aspect of the agreement is that many of the opportunities will be in regional areas”.

Tasplan COO Nick Connor said that Tasplan’s goal is to provide their members with access to financial advice, no matter where they live. Since the successful merger with Tasmania’s public sector accumulation scheme, Tasplan is much larger and has increased its national presence.

“With over 20% of our members living outside of Tasmania, we are taking a national approach to our service delivery. Our aim at Tasplan is to give our members the right tools and knowledge to achieve their retirement goals and have financial confidence. We know that quality personal financial advice is an important element and our partnership with the AIOFP will ensure we can offer quality consistent service to all our members across Australia”.