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Menu
  • About us
    • About us
    • Board and AFA Team
    • Communities of Practice
    • AFA Foundation
    • Our Partners
    • AFA Awards
    • AFA Blog
  • Membership
    • Become a member
    • Membership benefits
    • AFA Care & well being
    • COVID-19 Resources
    • AFA Mentoring
    • Pro Bono Financial Advice Network
    • Code of Conduct
  • Campus AFA
    • About Campus AFA
    • Continuing Professional Development
  • Events
    • About our events
    • Conference
    • Roadshow
    • Webinars 2022
  • Advocacy
    • Legislative Developments & Submissions
  • Contact Us

1Membership
2Your details
3Referees
4Communities of practice
5Understanding You
6Terms and conditions
  • Start your membership journey

    You will need:

    • To know the membership category that best suits you​
    • Your ASIC FAR details if applicable​
    • Two referees if applicable​

    Applying should take less than 8 minutes.

  • Please choose your licensee partner
  • An annual membership paid monthly requires a credit/debit card.
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  • Please provide the names of two AFA Members who can act as referees for your membership application.

    Alternatively please provide the name, contact number and email address of two people who know you in a professional capacity e.g. clients, PDMs or BDMs, licensee management, compliance etc.

    Please ensure that you inform your referees that the AFA will be contacting them for a character reference.

  • Referee 1

  • Referee 2

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  • AFA Communities of Practice are groups of like-minded professionals who share a passion for financial advice. We believe that everyone who works in financial advice benefits from being actively involved in their professional community.

    The AFA Communities of Practice offer high-value shared learning opportunities. We believe that peer-to-peer learning offer a complementary alternative to traditional compliance-orientated professional development. With this in mind, AFA Communities of Practice make a valuable contribution to the lifelong learning needs of practitioners. Communities of Practice focus on sharing knowledge, skills, experience and expertise that far exceed the formal learning requirements of a financial adviser.

    We have 5 Communities of Practice at the AFA. Genxt, Inspire, Practitioner, Foundation and Leaders Forum. Please indicate your interest below.

    See a brief overview of each here: https://www.afa.asn.au/communities-practice

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  • Please upload a copy of your qualification certificate
    Max. file size: 128 MB.
  • See here for more information.
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  • Privacy Policy

    We may need to contact third parties as part of your approval process. Further information around the AFA Privacy Policy can be found here: https://www.afa.asn.au/privacy-policy
  • The AFA Code of Conduct includes the Six Principles of Professionalism that have been set out in this document. These principles have been approved by the AFA Board.

    The 6 Principles of Professionalism set out the minimum professional practice and ethical standards for members of the AFA when providing financial services.

    The central objectives of the Code are the achievement of good consumer outcomes and fostering and enhancing the professional reputation of financial advisers.

    For the full AFA Code of Conduct please see here: https://www.afa.asn.au/afa-code-conduct

    I hereby apply for Membership of The Association of Financial Advisers Ltd. I have read the requirements for such membership and fully appreciate the responsibility which this implies. If admitted, I agree to abide by the Constitution, By Laws and Code of Conduct now in force or as from time to time amended, and I affirm that the answers given to the questions on this form of application are true to the best of my knowledge.

    I agree that I shall:

    1. Act with the utmost integrity which encompasses the highest standards of professional conduct, honesty, and ethics.
    2. Act in the best interests of my clients in seeking to extend and secure their financial wellbeing.
    3. Do not allow conflicts of interest to influence my actions inappropriately. Always place the client’s interests before my interests.
    4. Educate my clients in financial matters and help them to understand the decisions that they are making.
    5. Provide professional service that is aligned to my clients’ circumstances and my agreements with them.
    6. Strive to achieve high standards of professional expertise by maintaining and improving my knowledge and skills, and those of my staff.
  • This field is for validation purposes and should be left unchanged.
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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

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