The AFA has been the authentic voice on the value of advice since its beginning. Established in 1946, the AFA is the longest-standing association representing financial advisers and their clients in Australia.
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 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.
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
ABN 29 008 619 921