Association of Financial Advisers

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Home Membership Membership categories

Membership categories

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.
Membership type*
- Practitioner – $840 annually or $72.50 monthly
- Practitioner with Licensee Partner – $720 annually or $62.50 monthly
- New Adviser – $600 annually or $52.50 monthly
- Affiliate – $540 annually or $47.50 monthly
- Associate – $540 annually or $47.50 monthly
- Paraplanner – $350 annually or $31.67 monthly
- Student – Complimentary
- Academic – $120 annually
- Support Staff – $120 annually
Licensee Partner*
Please choose your licensee partner
Billing preference*
- Billed annually (save $30)
- Billed monthly
An annual membership paid monthly requires a credit/debit card.

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Name*
First Last
Name (As appears on ASIC's FAR)*
First Last
ASIC Adviser Register Number
Hidden
FAR Results
Email*
Mobile number*
Date of birth*
DD slash MM slash YYYY
Business name*
University name*
Licensee*
Other Licensee*
Postal Address*
Street Address Address Line 2 City State Postcode

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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
Name*
Phone number*
Referee 2
Name*
Phone number*

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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
Please indicate which Community of Practice you are interested in (Select all that apply):
- Genxt
- Inspire
- Practitioner
- Foundation
- Pulse

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What is the highest level of education relevant to financial advice that you have attained?*
Other - Highest level of education
Name of qualification
Qualification certificate
Please upload a copy of your qualification certificate
Max. file size: 128 MB.
Would you like to register your interest in being part of the Pro Bono Financial Advice Network (PFAN)?
See here for more information.
- Yes
- No
Which areas of advice do you primarily focus on?*
- Investment/Wealth Management
- Estate Planning
- Retirement Planning
- Superannuation
- SMSF
- Life Insurance
- Pro Bono Advice
- Aged Care
- Business Insurance
What is your primary reason for applying to become an AFA Member?*

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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
Code of Conduct*
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.
- I agree to the Code of Conduct
Have you ever been convicted of an offence in relation to dishonest, misappropriation or fraud?*
- No
- Yes (please provide some additional information)
Are you an undischarged bankrupt, or have you been previously been declared bankrupt?*
- No
- Yes (please provide some additional information)
Have you been a director of a company that has been placed into receivership or liquidation?*
- No
- Yes (please provide some additional information)
Has a complaint or proceedings of any nature been brought against you through an External Dispute Resolution Scheme (eg AFCA)*
- No
- Yes (please provide some additional information)
Has proceedings of any nature been brought against you through a Professional Association, Court Action or ASIC?*
- No
- Yes (please provide some additional information)
Have you ever been terminated by a licensee or had your Authorised Representative authority terminated?*
- No
- Yes (please provide some additional information)
Have you ever been subject to an investigation or banning by ASIC?*
- No
- Yes (please provide some additional information)
Your ongoing obligations as a member of the AFA*
During your membership with the AFA should any of the above occurrences take place you must notify the AFA of this in a timely manner. By ticking this box you agree to the ongoing obligations as a member of the AFA
Comments
This field is for validation purposes and should be left unchanged.

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Partners

Partnerships Carosel (4)

Partnerships Carosel (1)

Partnerships Carosel (2)

Partnerships Carosel (3)

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Association of Financial Advisers

5/257 Clarence St
Sydney NSW 2000
Australia

Mailing Address
PO Box Q279
Queen Victoria Building
Sydney NSW 1230
Australia

E info@afa.asn.au

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