AFA Foundation

Your opportunity to give back to your community

Established in 2007, the AFA Foundation is a core pillar in the AFA’s member commitment to support the wider community and the greater good of society. Through the financial contributions and hard work of members of the AFA family and the AFA Foundation committee we have raised over $2m for charity partners across Australia. The AFA Foundation encourages giving back to local communities by:

Offering a structured way of donating to a range of charity partners at national and local levels, where the power of the collective donations can achieve greater outcomes.
Facilitating connections with charity partners for the adviser or practice to create an ongoing relationship.
Offering experiences that are life changing, such as the adventure fundraising trips to Kokoda.

The AFA Foundation thanks AIA Australia and Zurich OnePath for their support as corporate partners for 2022 and 2023.

'The AFA Foundation encourages giving back to local communities by offering a structured way of donating to a range of charity partners at national and local levels, where the power of the collective donations can achieve greater outcomes than individual donations.'

AFA Foundation Grants 2022

There were 31 grant applications in 2022, of these 10 charity partners were selected to receive grants this year. Thank you to all of our members that submitted nominations.

Nominated by

Kate Piddington

Nominated by

Terry Johnson

Nominated by

Toby Winten

Nominated by

Steve Nielsen

Nominated by

Cassandra Sorby

Nominated by

Rochelle Leese

Nominated by

Jasmine Tocock

Nominated by

John Cachia

Nominated by

Donelle Parkin

Nominated by

Cara Graham

AFA Foundation State Chairs

Jasmin Loke

Tanya Woolnough

Robyn Faber

Emily Cossignan

Steve Salvia

Governance The trustee for The Association of Financial Advisers (ABN 90 553 387 628) is endorsed as a Deductible Gift Recipient (DGR) from 14 Oct 2008. It is a public ancillary fund covered by Item 2 of the table in section 30-15 of the Income Tax Assessment Act 1997. The AFA Foundation is a registered charity with the Australian Charities and Not for Profit Commission. A copy of our ACNC registration can be found here. The AFA Foundation is the operating name of The Trustee For The Association of Financial Advisers [ACN 905533876]. AFA CEO, Phil Anderson, is the Secretary.

AFA Foundation Structure The AFA Foundation fundraising and fund disbursement activities are coordinated by the AFA Foundation Committee, with support from the AFA head office team (finance, marketing, membership). Oversight of the AFA Foundation activities is provided by the AFA CEO and the AFA Board. The AFA Foundation Committee comprises a representative from QLD, NSW, VIC, TAS, SA, WA, plus representatives from AFA head office and a representative of the AFA Board.

Your opportunity to give back to your community

AFA Foundation Grants 2022

AFA Foundation State Chairs

Partners