Association of Independently Owned Financial Professionals (AIOFP) – Small Business Association of Australia

Association of Independently Owned Financial Professionals (AIOFP)

1800 111 203

https://www.aiofp.net.au/

Financial Advisers

The Association of Independently Owned Financial Professionals (AIOFP) was formed in 1998 to represent the interests of Financial Advisers who either work with a practice that operates an Australian Financial Services License (AFSL) or operate their own AFSL with no Institutional ownership. Due to the uncertainty in the industry the AIOFP now has membership categories for aligned Advisers to join.

The AIOFP Principal Charter is to act in the best interests of its Members. Considering Advisers must act in the best interests of their clients, the AIOFP Board believes the symbiotic relationship between

Members and their clients satisfies and protects all parties.

The AIOFP has over 6,000 Advisers working for their practice members. Member benefits include a highly competitive PI cover, new client referrals, Bi annual conferences, CPD webinars, commodity discounts and State networking events to share information with like minded professionals.

A major benefit for Members is the strong political advocacy the Board provides to protect the interests of Members and clients in Canberra.

The AIOFP has estalished a strategic alliance with TAX SUPER AUSTRALIA [TSA] formally the Tax Payer Association established in 1919. TSA have around 4,000 Accountant/Tax Agent members and a range of online Tax, Super and CPD services available to AIOFP members. An ongoing objective is to link up TSA Members wanting an Advice relationship with AIOFP members.