Any advice on this site is general only and does not take into account the objectives, financial situation or needs of any particular person. We want you to feel in control of your financial situation, so you can enjoy life on your terms. That’s the AFA Way! Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Advisers Register. Thanks to AFA, over 8500 clients have gained a sense of security about their financial future for the first time. Since AFA was founded in 1986, we’ve helped thousands of Australians take control of their finances, and make their plans happen. 248376 Authorised Representatives of Alliance Wealth Pty Ltd (ABN: 93 161 647 007) Australian Financial Services Licensee No: 449221 Our history of strong, long term investment returns and low fees are just some of the reasons why over 1,500 financial advisers are registered with us. “We can’t thank the AFA team enough for their professional advice and assistance with our financial future.”, With two children and another on the way, Brigid and John decided to get serious about their financial future, and contacted AFA. Australian Ethical works with financial advisers to offer investment options across a portfolio of ethical investments. Financial advisers can typically provide advice on areas such as investing, superannuation, retirement planning, estate planning, risk management and insurance. Five Lyons Pty Ltd T/As Bright Future Financial (ABN: 35 479 301 704) (ACN: 604 310 349) Making some extra cash by renting out a room or driving passengers? AAG is a premium quality AFSL across Process, Compliance, Research and Investment services through strategic partnering with the best experts in the industry like AAG Capital. ©2018 DowntheRoad (Vic) Pty Ltd for Australian Financial Advisers | SEO & Web Design: We have 5 practices plus HQ located in Queensland and the NT. Licensing: Financial product advisers—Conduct and disclosure . “With their support I’ve been able to achieve a comfortable retirement and enhance my experiences.”, Like many long serving police officers, David had approached that time in his career when he’d begun to think about life after policing. We know money matters, we know money can bring opportunity but we also know some things in life aren’t just about the money. Your life is unique and so will be your financial journey. “I have really appreciated AFA’s guidance over the years,” says Lynette. AFCA considers complaints that were previously handled by the Financial Ombudsman Service, the Credit and Investments Ombudsman and the Superannuation Complaints Tribunal. Sue Dahn from Pitcher Partners, Melbourne, is number one on our third annual list of Australia’s leading financial advisers. Connect with an AFA adviser and understand our holistic approach to money management and wealth creation. We follow a proven process to uncover your money personality and the strategy to suit your needs. Founded in 1986, Australian Financial Advisers (AFA) is one of Australia's leading financial service providers. A financial adviser who is operating properly under a licence is one who holds an Australian Financial Services (AFS) licence or is employed by or authorised to represent a business that holds an AFS licence. Ian Wheeler is an Authorised Representative of Affinia Financial Advisers Limited (Authorised Representative No. Collectively, financial planners and advisers are members of Australia’s newest profession. Our licence allows us to act in the best interests of our clients ensuring our service is uncompromised and free from conflicts of … The six principles of professionalism set out the minimum professional practice and ethical standards for members of the AFA when providing financial services.The central objective of the code is the achievement of good consumer outcomes and fostering and enhancing the professional reputation of financial advisers With so many... During Lynette’s pre-retirement phase, she would often meet with her AFA adviser to discuss the options available to achieve her retirement goals and objectives. CARP brings together world class scientists, clinicians and surgeons who are using their unique skill sets to work towards a universal cancer treatment. Make sure your financial adviser has an Australian financial services (AFS) licence or is an authorised representative. Whether it’s a brief chat, consultation or even a coffee – our team are on hand and more than happy to help. We empower financial advice professionals to transform the lives of Australians through quality financial advice. Decide what you want from the advice. On average we each have 4 billion heartbeats in our lifetime. AUPFS is a wholly owned subsidiary of Australian Unity Limited. Getting the right financial advice. The financial advisers in the Program have agreed to provide advice on a genuine fees for service basis. A financial adviser, or financial planner, is someone who can help you set your financial goals and make a plan to help you achieve these goals. As certified financial advisors, our objective is to steer you in the right direction with advice suited to your financial goals. We’re here to help you get your head around all the ins and outs. 339384. Do you want help with investing money, budgeting or planning for retirement? Established in 1946, the AFA is Australia’s longest-standing association representing financial advice professionals and the value of advice. (07) 5551 0855 Home Our holistic approach to money management sees all aspects considered and a streamlined service delivered to ensure your money is invested wisely. Australian Financial Advisers Group Pty Ltd ACN 137 368 908 ATF John Cachia Family Trust ABN 45 955 158 324 T/A AFA Group Wealth (ASIC #339337) & John Cachia (ASIC #339338) are authorised under Axies Pty Ltd ABN 38 136 704 446 [the Licensee], a subsidiary of Spark Financial Group ABN 15 621 553 786, the holder of Australian Financial Services Licence no. Australian Unity Personal Financial Services Ltd (‘AUPFS’) ABN 26 098 725 145, AFSL 234459. Financial Planning Association of Australia Limited is the marks licensing authority for the CFP marks in Australia, through agreement with the FPSB. Facebook. While your heart beats, your life story will be crafted by the choices you make and opportunities you take. Home of the truly independent adviser Become conflict-free by joining the first Community of elite, genuinely Independent Advisers. Australian Wealth Advisers - a privately owned financial management firm that has been operating since 2003 under its own Australian Financial Services Licence (AFSL 226035). November 2017 . The Financial Advisers Register lists all individuals who are authorised as a financial adviser. Check their qualifications on the Financial Advisers Register. We have 5 practices plus HQ located in Queensland and the NT. At AFA, we’re committed to helping everyday Australians achieve their financial objectives – an ethos that has earned us the trust of thousands of clients. 'Relevant financial products' do no… Founded in 1986, Australian Financial Advisers (AFA) is one of Australia’s leading financial services providers. Our Licence allows us to act in the best interests of our clients ensuring our service is uncompromised and free from conflicts of …
Our Darwin financial consultants provide a range of financial services throughout the Northern Territory, and have done since 1986. Finding finance confusing? Top 50 Financial Advisers. At AFA, we have helped our clients save up to 300 million dollars through effective tax planning and cashflow management. Five Lyons Pty Ltd T/As Bright Future Financial (ABN: 35 479 301 704) (ACN: 604 310 349) Corporate Authorised Representative No 1235772 Craig Lyons – Director Authorised Representative No. The Power of Compound – Thanks to ‘Albert’. Our team of advisers work hard to understand your financial circumstances and once we define your goals, we will develop strategies, personalised to you, to help you achieve them. The services offered by AFA Mortgage Brokers Pty Ltd Services is not authorised by Axies Pty Ltd and Axies Pty Ltd nor AFA Group Wealth is not responsible for the advice and/or services provided by AFA Mortgage Brokers Pty Ltd Services. According to Brigid, “We have gone from strength to strength financially and are well on track to a comfortable retirement.”. Make sure you know your tax obligations. Australian Financial Advisers | 149 followers on LinkedIn. SHOW ME THE MONEY. AFA protects the incomes of over 6000 clients, ensuring they will have financial support when they need it most. Information contained in the register is made available to the public to search via ASIC's Moneysmart website. About Us. Please seek personal advice prior to acting on this information. The ADF Financial Advice Referral Program (the Program) is an initiative designed to assist ADF members in privately obtaining financial advice services which are free from remuneration-based conflicts of interest. The Cancer and Ageing Research Program (CARP) is a comprehensive cancer research initiative that brings together internationally regarded research teams of surgeons, clinicians and basic scientists to solve two key questions: A key strength of the Cancer and Ageing Research Program is our international, multidisciplinary team. Australian Wealth Advisers - a privately owned financial management firm that has been operating since 2003 under its own Australian Financial Services Licence (AFSL 226035). AFA is passionate about helping others understand the true currency of life and how you can write your life story with the right financial plan. Use of the information contained on this page is governed by Australian law and is subject to the disclaimers which can be read in the Terms & Conditions. They now have a share portfolio that continues to provide an ongoing revenue stream for the future, and have bought their ‘dream’ acreage in Alice. Australian Moneymarket Pty Ltd ABN 56 126 032 755 is a corporate authorised representative (No. We can help you organise your finances to give you the freedom to enjoy your lifestyle by design. Once you join you will receive regular wealth tips and insights by our leading strategic advisers to help you grow and protect your wealth. Any advice in this site is of a general nature only and has not been tailored to your personal circumstances. Although the sharing economy can be thought of as an unconventional system, it is nonetheless, viewed by the Australian Tax Office (ATO) the same way as a traditional economic system. Remember we each only get one chance at life, and life is more than money. AFCA may be able to resolve complaints that a financial firm could not resolve by internal dispute resolution. The list of acronyms and abbreviations related to AFA - Australian Financial Advisers Working with a professional financial planner can give you confidence and peace of mind that your financial … Let us partner you on your journey. If t… The Profession of Independent Financial Advisers guides Australians on how to find Financial Advisers who practice without incentive, and without conflicts. The fourth edition of the Top Australian Advisers ranking should be familiar to readers of The Deal in many ways. 226319). Australian Financial Advisers Group Pty Ltd ACN 137 368 908 ATF John Cachia Family Trust ABN 45 955 158 324 T/A AFA Group Wealth (ASIC #339337) & John Cachia (ASIC #339338) are authorised under Axies Pty Ltd ABN 38 136 704 446 [the Licensee], a subsidiary of Spark Financial Group ABN 15 621 553 786, the holder of Australian Financial Services Licence no. Your dream lifestyle won’t happen by chance, but with some careful planning – and our help – you can make smart choices now, and enjoy a more comfortable future. Plan for your future with help from Australian Financial Advisers in Darwin. Australian Financial Advisers. CFP®, CERTIFIED FINANCIAL PLANNER® and are certification marks owned outside the US by the Financial Planning Standards Board Ltd (FPSB). Financial planning is about developing strategies to help you manage your financial affairs and meet your life goals – and the first step is to make sure you have access to the right advice. Once registered, you have access to our dedicated team of financial services professionals, who are on hand to support you with any administrative, product or … Australian Adviser Group Pty Ltd ABN 55 626 952 627, Australian Financial Services Licence Number 512401 of Corporate House, Kings Row, Bldg 1, 52 McDougall Street Milton QLD 4064, Some things in life aren't just about the money. The definition of a financial adviseris an individual who is: 1. an Australian financial services (AFS) licensee, an authorised representative, employee or director of an AFS licensee, or an employee or director of a related body corporate of an AFS licensee, and 2. is authorised to provide personal advice to retail clients in relation to relevant financial productsto retail clients (consumers). Read key product information to get more information today. CLICK HERE FOR LOCATIONS. Our licence allows us to act in the best interests of our clients ensuring our service is uncompromised and free from conflicts of … Founded in 1986, Australian Financial Advisers (AFA) is one of Australia’s leading financial services providers. Affinia Financial Advisers is a holder of an Australian Financial Services Licence No. As such, while they formerly provided a commercial service, they should be committed to offering a professional service—informed by a code of ethics intended to shape every aspect of … The Australian Bond Exchange is an Australian Financial Services licensed dealer focused on Australian dollar denominated bonds with a diverse client base including central banks, pension funds, financial institutions, wealth planners, family offices and individual self-directed clients. Facebook. 339384. One of the most common questions asked of financial advisers is “will I have enough to retire?” It truly is the sixty-four thousand dollar question and if $64,000 was the answer, we’d all be on easy street! We are passionate about helping people like you manage and make the most of their finances. About this guide This guide is for persons who provide financial product advice to retail clients, and their professional advisers (such as lawyers). It also educates and promotes the Gold Standard of Independence™ for Financial Advisers in Australia. Bringing you the right team with the right advice, backed by decades of experience, AFA can develop your financial recipe for success. Financial Insight You CAN save $1 million! You’ve got dreams and desires and it’s time to live them. Existing Advisers will be required to pass the exam before 1 January 2022. Culture, Scale, Growth, Teamwork, Partnerships, this is what we look for in our people. At AFA we focus on what brings you joy, what makes your heart skip a beat and we help you create a life story that’s worth telling. They just need to develop the right financial plan, and then give the plan and their investments enough time to perform. It considers how certain conduct and disclosure obligations in Pt 7.7 and Div 2 … Together with his wife (and fellow police officer) Kylie, he made an appointment with AFA. 338682) of DDH Graham Limited ABN 28 010 639 219 (AFSL No. We help Australians grow and protect their money, by teaching them how to make better informed financial choices so they can achieve the life they have always wanted. Keep updated with money-saving tips, handy financial forecasts and more. From 1 November 2018, the Australian Financial Complaints Authority (AFCA) is the single dispute resolution scheme for financial services.
Our Darwin financial consultants provide a range of financial services throughout the Northern Territory, and have done since 1986. Finding finance confusing? Top 50 Financial Advisers. At AFA, we have helped our clients save up to 300 million dollars through effective tax planning and cashflow management. Five Lyons Pty Ltd T/As Bright Future Financial (ABN: 35 479 301 704) (ACN: 604 310 349) Corporate Authorised Representative No 1235772 Craig Lyons – Director Authorised Representative No. The Power of Compound – Thanks to ‘Albert’. Our team of advisers work hard to understand your financial circumstances and once we define your goals, we will develop strategies, personalised to you, to help you achieve them. The services offered by AFA Mortgage Brokers Pty Ltd Services is not authorised by Axies Pty Ltd and Axies Pty Ltd nor AFA Group Wealth is not responsible for the advice and/or services provided by AFA Mortgage Brokers Pty Ltd Services. According to Brigid, “We have gone from strength to strength financially and are well on track to a comfortable retirement.”. Make sure you know your tax obligations. Australian Financial Advisers | 149 followers on LinkedIn. SHOW ME THE MONEY. AFA protects the incomes of over 6000 clients, ensuring they will have financial support when they need it most. Information contained in the register is made available to the public to search via ASIC's Moneysmart website. About Us. Please seek personal advice prior to acting on this information. The ADF Financial Advice Referral Program (the Program) is an initiative designed to assist ADF members in privately obtaining financial advice services which are free from remuneration-based conflicts of interest. The Cancer and Ageing Research Program (CARP) is a comprehensive cancer research initiative that brings together internationally regarded research teams of surgeons, clinicians and basic scientists to solve two key questions: A key strength of the Cancer and Ageing Research Program is our international, multidisciplinary team. Australian Wealth Advisers - a privately owned financial management firm that has been operating since 2003 under its own Australian Financial Services Licence (AFSL 226035). AFA is passionate about helping others understand the true currency of life and how you can write your life story with the right financial plan. Use of the information contained on this page is governed by Australian law and is subject to the disclaimers which can be read in the Terms & Conditions. They now have a share portfolio that continues to provide an ongoing revenue stream for the future, and have bought their ‘dream’ acreage in Alice. Australian Moneymarket Pty Ltd ABN 56 126 032 755 is a corporate authorised representative (No. We can help you organise your finances to give you the freedom to enjoy your lifestyle by design. Once you join you will receive regular wealth tips and insights by our leading strategic advisers to help you grow and protect your wealth. Any advice in this site is of a general nature only and has not been tailored to your personal circumstances. Although the sharing economy can be thought of as an unconventional system, it is nonetheless, viewed by the Australian Tax Office (ATO) the same way as a traditional economic system. Remember we each only get one chance at life, and life is more than money. AFCA may be able to resolve complaints that a financial firm could not resolve by internal dispute resolution. The list of acronyms and abbreviations related to AFA - Australian Financial Advisers Working with a professional financial planner can give you confidence and peace of mind that your financial … Let us partner you on your journey. If t… The Profession of Independent Financial Advisers guides Australians on how to find Financial Advisers who practice without incentive, and without conflicts. The fourth edition of the Top Australian Advisers ranking should be familiar to readers of The Deal in many ways. 226319). Australian Financial Advisers Group Pty Ltd ACN 137 368 908 ATF John Cachia Family Trust ABN 45 955 158 324 T/A AFA Group Wealth (ASIC #339337) & John Cachia (ASIC #339338) are authorised under Axies Pty Ltd ABN 38 136 704 446 [the Licensee], a subsidiary of Spark Financial Group ABN 15 621 553 786, the holder of Australian Financial Services Licence no. Your dream lifestyle won’t happen by chance, but with some careful planning – and our help – you can make smart choices now, and enjoy a more comfortable future. Plan for your future with help from Australian Financial Advisers in Darwin. Australian Financial Advisers. CFP®, CERTIFIED FINANCIAL PLANNER® and are certification marks owned outside the US by the Financial Planning Standards Board Ltd (FPSB). Financial planning is about developing strategies to help you manage your financial affairs and meet your life goals – and the first step is to make sure you have access to the right advice. Once registered, you have access to our dedicated team of financial services professionals, who are on hand to support you with any administrative, product or … Australian Adviser Group Pty Ltd ABN 55 626 952 627, Australian Financial Services Licence Number 512401 of Corporate House, Kings Row, Bldg 1, 52 McDougall Street Milton QLD 4064, Some things in life aren't just about the money. The definition of a financial adviseris an individual who is: 1. an Australian financial services (AFS) licensee, an authorised representative, employee or director of an AFS licensee, or an employee or director of a related body corporate of an AFS licensee, and 2. is authorised to provide personal advice to retail clients in relation to relevant financial productsto retail clients (consumers). Read key product information to get more information today. CLICK HERE FOR LOCATIONS. Our licence allows us to act in the best interests of our clients ensuring our service is uncompromised and free from conflicts of … Founded in 1986, Australian Financial Advisers (AFA) is one of Australia’s leading financial services providers. Affinia Financial Advisers is a holder of an Australian Financial Services Licence No. As such, while they formerly provided a commercial service, they should be committed to offering a professional service—informed by a code of ethics intended to shape every aspect of … The Australian Bond Exchange is an Australian Financial Services licensed dealer focused on Australian dollar denominated bonds with a diverse client base including central banks, pension funds, financial institutions, wealth planners, family offices and individual self-directed clients. Facebook. 339384. One of the most common questions asked of financial advisers is “will I have enough to retire?” It truly is the sixty-four thousand dollar question and if $64,000 was the answer, we’d all be on easy street! We are passionate about helping people like you manage and make the most of their finances. About this guide This guide is for persons who provide financial product advice to retail clients, and their professional advisers (such as lawyers). It also educates and promotes the Gold Standard of Independence™ for Financial Advisers in Australia. Bringing you the right team with the right advice, backed by decades of experience, AFA can develop your financial recipe for success. Financial Insight You CAN save $1 million! You’ve got dreams and desires and it’s time to live them. Existing Advisers will be required to pass the exam before 1 January 2022. Culture, Scale, Growth, Teamwork, Partnerships, this is what we look for in our people. At AFA we focus on what brings you joy, what makes your heart skip a beat and we help you create a life story that’s worth telling. They just need to develop the right financial plan, and then give the plan and their investments enough time to perform. It considers how certain conduct and disclosure obligations in Pt 7.7 and Div 2 … Together with his wife (and fellow police officer) Kylie, he made an appointment with AFA. 338682) of DDH Graham Limited ABN 28 010 639 219 (AFSL No. We help Australians grow and protect their money, by teaching them how to make better informed financial choices so they can achieve the life they have always wanted. Keep updated with money-saving tips, handy financial forecasts and more. From 1 November 2018, the Australian Financial Complaints Authority (AFCA) is the single dispute resolution scheme for financial services.