AFA Foundation & the Community

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The AFA Foundation encourages giving back to local communities.

We do this by working with our charity partners to make a meaningful difference to people in need.

This creates opportunities to foster community spirit and respect, by being connected and engaged with the financial advice profession 

AFA Kokoda Trail 2018 

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Kokoda Trail - 24 August to 2 September 2018 in aid of supporting the AFA Foundation

Members and friends of the Association of Financial Advisers (AFA) are taking on the 96km Kokoda Trail from 24 August to 2 September 2018 in aid of supporting the AFA Foundation which gives generously to a number of charities including:

They will be led by Brian Freeman, the Australian Geographic Spirit of Adventure Winner 2016 and 59-time veteran of the Kokoda Trail, including the world record for the fastest ever crossing of the original route. On the page of each trekker, you will find the charity that they are specifically supporting through their own fundraising efforts on behalf of the AFA Foundation.

Please support them generously, and if you want to join them on this fundraising trek, contact the AFA on 02 9267 4003.

Click here to Make an Donation  https://give.everydayhero.com/au/team-afa-kokoda-trek-2018

 

AFA Foundation Reserves

 

Over the past few years, the AFA Foundation have been working to build a corpus of funds (reserves) to support the long term sustainability of the Foundation. We need to invest into the growth of the Foundation and promote the charitable work we do, in order to reach even more people in need in future years.

80% of every donation received at a specific event, is forwarded directly to the charity selected to receive funds from that event. The remaining 20% of donations from that event are retained at Foundation level.

As at June 30, 2018 we have approximately $100,000 in the reserves, which is invested in low risk interest bearing investment vehicles, such as a term deposit.

Details of the corpus of funds are outlined in the document titled AFA Foundation Reserves Policy.

In calendar year 2019 the Foundation will issue a call to AFA members (‘members’) for grant applications for Deductible Gift Recipient (DGR) accredited charitable and not for profit organisations that align with the core purpose of the Foundation (as outlined in the ACNC Charity Registration Summary for the Foundation).  The call will be made via the AFA website or a member email.

Applications will be assessed and funds distributed as outlined in the document titled AFA Foundation Reserves Policy Grant Application and Approval Process.

 Questions or feedback about the policy and process can be raised with the AFA Foundation National Chair, Olivia Sarah-Le Lacheur, via email at osarah-lelacheur@comminsure.com.au

 

AFA Foundation Chair

Olivia Sarah-Le Lacheur

Phone: 0417 209 310     Email: foundation@afa.asn.au

 

AFA Foundation Committee

 

 

David Slovinec

              AFA Board Representative

Emily Cossignani

VIC Foundation

Chair

Colette Thunig

TAS Foundation

Chair

 

Jasmin Loke

NSW Foundation

Chair

Paula Zoch

QLD Foundation

Chair

 


Steve Salvia 

WA Foundation 

Chair 

 

 

    

Make a Donation 

For more information or to donate please contact the AFA head office on 1800 656 009.

Donations of $2 or more are tax deductible.

AFA Foundation News

Connect Tour Updates coming Soon 
AFA Magazine - Edmund Rice Camp Updates coming soon

 

 

Kokoda 2017 

You can watch how our team got on during the 2017 Kokoda Trail below:

Raised over $40,000 for the AFA Foundation.

As part of the AFA Foundation’s 10th anniversary celebrations, we partnered with Norgay Freeman to offer a Kokoda Trail program from the 30 August to 8 September 2017.

A superb trek into the heartland of Papua New Guinea, the Kokoda Trail is an Australian icon stretching some 96 kilometers through what is arguably some of the most rugged and wild jungle in the world.

 

Read more about the achievements and history of the AFA Foundation in this article written by Danny Maher published in the June Edition of The Financial Adviser Magazine - 2017.

The AFA Association of Financial Advisers has made a donation of $24,000 in support of Legacy Australia. To donate please click here.

 

At the AFA 2017 Practitioner Roadshow we raised about $33,700: read more here about the charities we supported.

 

 

At the AFA 2017 Inspire Roadshow we raised about $8780 for the Cancer Council: read the handwritten thank you note here.

Charity Partners & Support 

Coming soon

 

See how the AFA Foundation has helped charities in the past

MS Research Australia at the 2016 AFA conference

Still I Rise Foundation

 

Listed is a handful of the charities the AFA Foundation has helped...

 

 

 

 

 

 

 

 

 

 

beyondblue

ronald mcdonald

Ovarian cancer research foundation

save the children

make a wish

black dog institute

women's housing

prostate cancer foundation of aust logo

 

       

How can you help?

Get involved with the AFA Foundation by contacting foundation@afa.asn.au

Members are invited to give input into the charity partner selection. 

 

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.