The Trustee For The Association Of Financial Advisers

Financial Advice Association Australia

Australia's leading professional community of financial advisers and planners. Australia's leading professional community of financial advisors and planners. The purpose of the fund is to collect donations and distribute amounts to registered charities. The AFA foundation raised funds through a number of member based activities including state based events, national conferences and virtual events. Funds raised are then directed toward nominated charity partners across Australia, all of whom are Deductible gift recipients, as required by the AFA Foundation Trust Deed.
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The Association of Financial Advisers (AFA)

The Association of Financial Advisers (AFA) was a prominent nonprofit organization in Australia dedicated to advocating for the interests of financial advisers and promoting high-quality financial advice. It played a crucial role in shaping the financial advisory profession in Australia.

History

The AFA had a rich history dating back to 1946, during which it existed in various forms and under different names. Over the years, the organization evolved significantly, initially focusing on the life insurance sector before broadening its scope to encompass a wide range of financial advice services.

Mission and Activities

The AFA aimed to provide its members with a strong unified voice and focused on continually improving practices within the financial advising sector. It emphasized the centrality of clients in the advice relationship and supported policies that benefited consumers and enhanced their wealth outcomes. The association was involved in various initiatives, including education and networking events, to promote excellence among its members.

Merger with the Financial Planning Association of Australia (FPA)

In April 2023, the AFA merged with the Financial Planning Association of Australia (FPA) to form the Financial Advice Association Australia (FAAA). This merger united the legacies of both associations, creating a powerful voice for financial advisers across Australia.

Legacy and Impact

Throughout its existence, the AFA contributed significantly to the development of the financial advice sector in Australia. Its legacy continues through the FAAA, which carries forward the values of advocacy, education, and professionalism that defined the AFA's mission.

[1] https://www.digitalidsystem.gov.au/sites/default/files/2023-11/financial_advice_association_of_australia.pdf [2] https://faaa.au/who-is-the-faaa/ [3] https://treasury.gov.au/sites/default/files/2020-01/association_of_financial_advisers.pdf [4] https://en.wikipedia.org/wiki/Financial_Planning_Association_of_Australia [5] https://worldfpday.org/affiliate/financial-advice-association-australia-faaa/

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💡 Love seeing the FAAA community coming together for a brighter financial future! Together, we can empower consumers to make informed decisions. Let's keep raising the bar for professionalism in financial advice! 🙌
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📈 Excited about the new masterclasses for 2025! It’s great to see a commitment to continuous learning in our field. Can’t wait to enhance my skills and connect with fellow advisors! #FAAACommunity 💪
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Poslední diskuze

- How can financial advisors better advocate for consumer interests in the face of changing regulations and market trends?
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- What strategies can we implement to enhance financial literacy among younger Australians starting their first jobs?
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Membership Consumers Events Professional Development Advocacy Professionalism The united voice for financial adviceprofessionals Join our vibrant community committed to the highest professional standards today. Awards Hall of Fame Legislated Education Standard 2026 Do you know if you meet the 2026 legislated education standard. Masterclass Twelve new sessions for 2025 with the flexibility to watch live or ondemand CFP Certification Money and Lifes latest financial literacy resource share it with your network. Starting your first job Submissions FAAA Communities FAAA Congress Events Webinars FAAA Communities Become a Member Youre one step away from joining our vibrant and united community of advice professionals Member Benefits Explore our benefits created to support you in all areas of your professional and personal life Events Explore hours of high quality CPD sessions and intuitive CPD tracker FAAA Learn FAAA Communities Events Become a Member Youre one step away from joining our vibrant and united community of advice professionals Member Benefits Explore our benefits created to support you in all areas of your professional and personal life FAAA Learn Explore hours of high quality CPD sessions and intuitive CPD tracker FAQs What is Financial Advice.

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