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
| Type | Single AR Practice | 2-5 Authorised Reps | 6-20 Authorised Reps | 21-99 Authorised Reps | 100+ 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 |