Types of Membership / Fees

The AIOFP will have 3 distinct membership levels:
Principal Practice members, Adviser members and
Affiliate members


Principal Practice Membership includes:

  • Utilisation of the AIOFP Logo on all promotional material, it is not captured by 923a guidelines.
  • Interaction with like-minded professionals in a networking environment to share ideas.
  • A non-conflicted lobbying facility that operates in the best interests of advisers.
  • Assistance with Regulatory matters.
  • Access to the Member Protection Fund (MPF).
  • Access to the non-conflicted Filtered  Research Committee (FRC) service.
  • Access to the Certified Financial Strategist (CFS) designation.
  • Access to new client opportunities via Industry Funds, NTAA and Corporate redundancy programs.
  • Access to the exclusive off shore Principals only conference events.

Adviser Membership includes:

  • Utilisation of the AIOFP logo on all promotional material, it is not captured by 923a guidelines.
  • Automatic acceptance to the Member Protection Fund (MPF - $365 per annum)
  • Annual national conference with like-minded professionals.
  • Access to the Certified Financial Strategist (CFS) designation.
  • Access to the Filtered Research Committee (FRC) service.
  • Access to  new client opportunities via Industry Funds, NTAA and Corporate redundancy programs.

Affiliate Membership includes:

  • On-going compliance, marketing and management information sharing with like-minded professionals.
  • Relevant, informative conferences to network with other members.

Principal Practice Membership Fees 

TypeSingle AR Practice2-5 Authorised Reps6-20 Authorised Reps21-99 Authorised Reps100+ Authorised Reps
Annual Membership
(joining Jul-Sep)
$560 +GST$1030 +GST$2170 +GST$3610 +GST$5160 +GST
3/4 Membership
(joining Oct-Dec)
$420 +GST$773 +GST$1628 +GST$2708 +GST$3870 +GST
1/2 Membership
(joining Jan-Mar)
$280 +GST$515 +GST$1085 +GST$1805 +GST$2580 +GST
1/4 Membership
(joining Apr-Jun)
$140 +GST$258 +GST$553 +GST$903 +GST$1290 +GST

Adviser Membership Fees

The applicable membership fee will be determined by a number of factors such as if the applicant requires TPB accreditation through our strategic alliance partner TSA/TAI PAL.

If membership of TSA/TAI is required the fee will be $560* inc GST.

Affiliate Membership Fees

The applicable membership fee will be determined  by a number of factors such as if the applicant requires TPB accreditation through our strategic alliance partner TSA/TAI PAI.

If membership of TSA/TAI PAL is required the fee will be $560* inc GST.

  • NOTE: If your licensee is an AIOFP Principal Practice member then discounted membership fees will apply. Contact AIOFP for details.

Other Membership Fees

Member Type Annual Membership per person
Associate$250 inc GST
CFS$295 inc GST