Member Services

Member Services

The AFA takes pride in the extensive services it offers members and the vibrant community of professionals it supports. 

Code of Conduct:
Principles of Practice

A professional code of conduct that guides the professional practice of AFA members More info

Advocacy

A voice representing financial advisers and their clients on key regulatory and strategic issues More info

 

Campus AFA

● Professional designations with practical application
● Professional Development Curriculum
● Formal and practical education solutions
● Prestigous award program recognising adviser excellence

More info

 

Marketing support

● Get involved with Your Best Interests TV series More info
● Find an adviser referral tool More info
● AFA endorsement. Members can display the AFA brand as the mark of professionalism More Info

 

Opportunities to get involved

● The most comprehensive program of professional development events and conferences for financial advice professionals More info
● Active networks of local and national committees
● Board eligibility More info
● Communities of Practice More info

● AFA Mentoring Program More info

AFA Care

This is a confidential coaching and wellbeing service for you, your staff and families. 

We have partnered with Benestar who were previously known as Davidson Trahaire Corpsych (DTC), one of Australia's largest providers of employment assistance programs (EAP) now known as Best By You Program

The Benestar team are qualified, experienced professionals who have extensive training, experience in coaching and workplace consulting. Having delivered services in so many ways over the last 30 years as Davidson Trahaire Corpsych, the launch of Benestar as the new brand offers an opportunity to embrace the changing landscape of language and approach to reflect a proactive wellbeing style. 

Benestar provides a range of services including:

  • Any personal or work-related issues.
  • Assisting you to enhance your individual health and well-being.
  • Short-term, solution focused counselling  and coaching.
  • Independent and non-aligned  support.
  • Confidential & non-judgmental environment to consider issues.

This member benefit is accessible 24/7 and open to all AFA members, employees and families at no extra cost.

To view the full range of services available to your view the Benestar Brochure please click here