The AIOFP will have 2 distinct membership levels:
Principal Practice members and Adviser members
Principal Practice Membership includes:
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Utilisation of the AIOFP Logo on all promotional material, it is not captured by 923a guidelines.
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Interaction with like-minded professionals in a networking environment to share ideas.
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A non-conflicted lobbying facility that operates in the best interests of advisers.
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Assistance with Regulatory matters.
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Access to the Member Protection Fund (MPF).
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Access to the non-conflicted Filtered Research Committee (FRC) service.
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Access to the Certified Financial Strategist (CFS) designation.
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Access to new client opportunities via Industry Funds, NTAA and Corporate redundancy programs.
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Access to the exclusive off shore Principals only conference events.
Adviser Membership includes:
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Utilisation of the AIOFP logo on all promotional material, it is not captured by 923a guidelines.
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Automatic acceptance to the Member Protection Fund (MPF - $365 per annum)
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Annual national conference with like-minded professionals.
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Access to the Certified Financial Strategist (CFS) designation.
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Access to the Filtered Research Committee (FRC) service.
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Access to new client opportunities via Industry Funds, NTAA and Corporate redundancy programs.
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
| Membership Type | Annual Membership per person |
|---|---|
| Adviser | $620 inc GST |
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 | $280 inc GST |
| CFS | $295 inc GST |