Today, the AFA is a vibrant and innovative association that remains driven by its member advice professionals and a shared belief in the need for great advice for more Australians.
The Association of Financial Advisers (AFA) is a membership organisation governed by a constitution and by-laws.
The AFA’s purpose is to support financial advisers to deliver great advice to more Australians.
The AFA Investment
Fund exists to manage and grow the assets of the AFA which are surplus to
operating requirements on a year by year basis. Investment decisions will be
made with emphasis towards preservation of capital. This approach aligns
to the purpose of the Fund, being to secure the financial future of the
Association for its current and future members.
The AFA Investment
Fund is a trust. The Association of Financial Advisers is the sole
beneficiary of the investment fund and the Investment Fund Board, as the
corporate trustee, will at all times act in the best interests of the AFA and
its members over the long term. The Board of the AFA Investment Fund is
comprised of seven directors, with one representing each of the Australian
states, and one as a representative of the AFA.
Established in 1946, the AFA is Australia’s longest-standing association representing financial advice professionals and the value of advice.
We empower financial advice professionals to transform the lives of Australians through quality financial advice.
© 2022 Association of Financial Advisers Ltd
A.B.N. 29 008 619 921
