The founder and managing director of boutique licensee, Australian Mortgage and Financial Advisers, Keith Marshall argues that being a boutique is about more than just adviser head-count.
Wealth Data recently defined a boutique licensee as one with fewer than 20 advisers, it offered a useful statistical benchmark. But numbers alone can’t capture what it is that actually helps shape boutiques.
The founder and managing director of boutique licensee, Australian Mortgage and Financial Advisers, Keith Marshall argues that being a boutique is about more than just adviser head-count.
Wealth Data recently defined a boutique licensee as one with fewer than 20 advisers, it offered a useful statistical benchmark. But numbers alone can’t capture what it is that actually helps shape boutiques.
We’re very pleased to share that AMAFA has been named a finalist in the Dealer Group of the Year category of the IFA Excellence Awards 2025, marking our third consecutive year of recognition in these prestigious national awards.
AMAFA National Operations Manager, Mario Finocchiaro, is also a finalist for Dealer Group Executive of the Year – for the second year running!
We’re very pleased to share that AMAFA has been named a finalist in the Dealer Group of the Year category of the IFA Excellence Awards 2025, marking our third consecutive year of recognition in these prestigious national awards.
AMAFA National Operations Manager, Mario Finocchiaro, is also a finalist for Dealer Group Executive of the Year – for the second year running!
BRISBANE: 17 October 2025 – Boutique licensee Australian Mortgage and Financial Advisers (AMAFA) is hosting its first Melbourne-based Peer Group Session today, bringing its Victorian advisers together face-to-face for collaboration, education and professional exchange.
The session follows the expansion of AMAFA’s on-the-ground presence to Victoria as part of a continued national growth strategy, with Jonathan Trapnell leading as State Manager, Victoria and Tasmania.
AMAFA Managing Director Keith Marshall said the expansion reflects the licensee’s long-term commitment to supporting advisers across key regions.
BRISBANE: 17 October 2025 – Boutique licensee Australian Mortgage and Financial Advisers (AMAFA) is hosting its first Melbourne-based Peer Group Session today, bringing its Victorian advisers together face-to-face for collaboration, education and professional exchange.
The session follows the expansion of AMAFA’s on-the-ground presence to Victoria as part of a continued national growth strategy, with Jonathan Trapnell leading as State Manager, Victoria and Tasmania.
AMAFA Managing Director Keith Marshall said the expansion reflects the licensee’s long-term commitment to supporting advisers across key regions.
What does it take to build an advice practice that’s both successful and well supported? Our Managing Director Keith Marshall and National Operations Manager Mario Finocchiaro joined Ensombl host Andrew Rocks to share how AMAFA empowers advisers to grow stronger, smarter businesses within a genuinely supportive community.
🎧 Tune in now on
What does it take to build an advice practice that’s both successful and well supported? Our Managing Director Keith Marshall and National Operations Manager Mario Finocchiaro joined Ensombl host Andrew Rocks to share how AMAFA empowers advisers to grow stronger, smarter businesses within a genuinely supportive community.
🎧 Tune in now on