Consumer Research External Providers
The AFA has negotiated a number of close supplier relationships and on your behalf is looking to broaden this group of service providers. If you have any comments or suggestions please contact the AFA office. Listed below are the current groups we are working with.
Legal issues
The AFA has negotiated a special arrangement with Holley Nethercote and The Argyle Partnership who specialise in legal advice and counsel for the financial services industry. For further information please contact:
Holley Nethercote Commercial Lawyers
Tim Nethercote
Grant Holley
Samantha Kimpton
Paul Derham
T: 03 9870 9855
E: law@holleynethercote.com.au
W: www.holleynethercote.com.au
The Argyle Partnership
Peter Bobbin
June Smith
Peter Sardelic
Christina Kalantzis
T: 02 8263 6622 or 03 8601 1121
E: pbobbin@argylelawyers.com.au
Practice management
The Encore Group is an independent consulting firm specialising in the development and delivery of practice management services to the financial services industry, including advisory businesses, dealer groups and institutions.
PI Insurance
The AFA in conjunction with Professional Risk Placements has successfully arranged a PI Facility. For further information regarding the PI Facility please contact Marylin Raina at Professional Risk Placements as below:
T: 08 9472 0688F: 08 9472 0699
E: marylin@priskp.com.au
W: www.priskp.com.au
Education and smart tools
RG146 Training Australia
RG146 Training Australia (previously PS146) has a proven history of providing students with employment-ready RG146 / PS146 courses through fully-supported Distance Learning programs and facilitator-led workshop courses, provided only by Financial Advisers with substantial ‘real world’ experience.
It is through our relationship with leading financial institutions and peak professional associations, such as the Association of Financial Advisers (AFA) that we are able to develop a range of vocational qualifications that are practical and relevant in today’s marketplace, ensuring you graduate at the leading edge of your field.
T: 1300 306 146
E: training@rg146courses.com.au
W: www.rg146courses.com.au
The Risk Store
The Risk Store offers an unprecedented online hub of life risk insurance advising tools and knowledge and also gives advisers doing life risk the opportunity to share ideas and opinions with others.
The 'store' offers:
- video, audio, slide and article libraries
- a comprehensive, plain English technical library
- a glossary 'with a difference'
- a text library of useful phrases, paragraphs and full letter templates
- a checklist library
- needs analysis guides
- a weekly information based life risk email service - 'the Risk Read'
- a Member Forum where advisers and other industry participants can share issues, ideas, learning and information
- a technical Helpline for life risk advising problems and queries
- access to specialised webinars by industry specialists normally only accessible via conference podiums.
Sue Laing
T: 02 9437 5681
E: sue@theriskstore.com.au
W: www.theriskstore.com.au
The Institute
The Australian and New Zealand Institute of Insurance and Finance is the leading provider of insurance and financial planning education, training and professional services to the financial services industry in Australia, New Zealand and the Asia Pacific region.
Click here for further information
Tribeca
Tribeca is the industry leader in accredited financial services education, professional development and compliance solutions. Tribeca's clients include Australia's largest banks, insurance companies and financial planning companies.
The AFA has negotiated a special deal for members where they can gain 30 CE credits through Tribeca's ongoing education program for just $23 per month.
Click here to find out about courses offered
The AFA has negotiated a member discount of 10% for the following Tribeca event:
2nd Annual - Advising on risk and insurance conference
Star City Hotel Sydney
16 - 17 April 2007
Click here for program and registration form (2.96MB)
Archer College
The AFA has negotiated a special member rate with Archer College, for the Advanced Diploma of Financial Services (FNS60404 Financial Planning). The course valued at $1960 is available to members for $980.
Click here for further information
Business Services
Web design, development and hosting
RG146 Training Australia
Aaron McAuley, Design and Promotions Coordinator
T: 03 8317 2901
E: aaron@mentoreducation.com.au
W: www.rg146courses.com.au
Print design and print
Belgair Graphics Pty Ltd
Gary Scott, Director
T: 03 9341 9399
E: gary@belgair.com.au
Paperless office
Organise IT
Mark Degenhardt
T: 02 9262 7357
E: mark@organiseit.com.au
W: www.organiseit.com.au
Other services
AFA Wine Alliance
The newly formed AFA Wine Alliance is a super premium wine association showcasing quality, award winning wines, from Australia's most respected wine regions, cellar doors and boutique wineries.
As a valued AFA member you will always receive only carefully selected wines from these best kept secrets, with delivery direct to your door.
