Established in 1999, originally as a Mortgage Broking Practice, AMAFA has grown into a Full Financial Services Company. We have both an Australian Financial Services License (AFSL) and an Australian Credit License. The foundation of our business is based on providing an ethical, honest, and professional service. Our APL is comprehensive and offers a wide range of Risk, Super and Investment Options.

AMAFA is a Boutique Dealer Group with Authorised Representatives in QLD, NSW, VIC, SA, the ACT and TAS. Advisers are supported by our Operations Manager, Compliance Manager, Responsible Managers and a dedicated administration and support team. We are proud of our track record in terms of Compliance and Conduct which is supported by a robust compliance regime with ongoing support that maintains high standards.

Map of Australia

AMAFA has been designed to support advisers in all stages of business growth from relative “New Starts” to “Multi Adviser” practices, we have no minimum revenue requirement.

Our Approved Product List includes all of the Life Companies currently operating in Australia. AMAFA also does not have a bias to any one Super/Investment Platform as our focus is on the underlying investments and if rated (Lonsec Research) Investment Grade or better they can be approved for use.

We have 3 different Adviser Offerings being:

  • Basic Offer
  • Standard Offer
  • Practice Offer

Note: Pricing can be supplied upon request.

Service Inclusions

The inclusions listed below are for the primary authorised Practice Principle, PLUS each Additional Adviser on all offers engaged by said Practice.

  • Mainstay – Financial Planning Software
  • Mercury – CRM Software
  • DiscoveryDocs – Automated Data Collection
  • PI Insurance
  • CPD – Kaplan On Track
  • Annual ASIC Adviser Fee
  • AFCA Membership
  • Two Audits Annually
  • Three initial SOA Pre-vets
  • Two Professional Development Days Annually
  • Annual Conference – 3 Days (Subsidised)

Further Resources at Additional Cost

Planning & Research Software

  • Xplan
  • Omnium
  • ChantWest

Paraplanning

  • SOA – Risk Only
  • SOA – Super Accumulation & Risk
  • SOA – Retirement Planning/Investment/SMSF

Virtual Assistant (VA)

  • Minimum 4 hrs per day over a 5 day week

Note: Pricing can be supplied upon request.