Call the AIOFP on 1800 111 203

Types of Membership / Fees

The AIOFP will have 2 distinct membership levels:
Principal Practice members and Adviser 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.

 

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