Changing AFSL or support partner is a significant decision. This page is designed to answer common questions advisers have when considering a move to AMAFA – clearly, honestly and without obligation.
If you don’t see your question here, we’re always happy to talk confidentially.
Most advisers find the transition far more straightforward than expected. AMAFA provides a clear transition pathway, realistic timelines and hands-on support to guide you through each stage of the process.
You won’t be left to manage the move on your own.
Client disruption is kept to a minimum. We work with you to manage timing, documentation and client communications so the transition feels controlled, professional and well-planned from a client perspective.
Yes. Advisers can continue using their current software platform if that is their preference. AMAFA supports both Xplan and AdviserLogic.
For advisers who choose to transition into AMAFA’s integrated platform, we work with you to map existing processes and data. Many advisers find this simplifies their technology stack, but the choice is always yours.
Most advisers find the transition far more straightforward than expected. AMAFA provides a clear transition pathway, realistic timelines and hands-on support to guide you through each stage of the process.
You won’t be left to manage the move on your own.
Client disruption is kept to a minimum. We work with you to manage timing, documentation and client communications so the transition feels controlled, professional and well-planned from a client perspective.
Most advisers find the transition far more straightforward than expected. AMAFA provides a clear transition pathway, realistic timelines and hands-on support to guide you through each stage of the process.
You won’t be left to manage the move on your own.
Client disruption is kept to a minimum. We work with you to manage timing, documentation and client communications so the transition feels controlled, professional and well-planned from a client perspective.
Yes. Advisers can continue using their current software platform if that is their preference. AMAFA supports both Xplan and AdviserLogic.
For advisers who choose to transition into AMAFA’s integrated platform, we work with you to map existing processes and data. Many advisers find this simplifies their technology stack, but the choice is always yours.
No. AMAFA advisers receive access to the full software and research suite – including advice tools, research, modelling and communication platforms – at no additional cost as part of their licence.
Yes. Advisers can continue using their current software platform if that is their preference. AMAFA supports both Xplan and AdviserLogic.
For advisers who choose to transition into AMAFA’s integrated platform, we work with you to map existing processes and data. Many advisers find this simplifies their technology stack, but the choice is always yours.
No. AMAFA advisers receive access to the full software and research suite – including advice tools, research, modelling and communication platforms – at no additional cost as part of their licence.
No. AMAFA advisers receive access to the full software and research suite – including advice tools, research, modelling and communication platforms – at no additional cost as part of their licence.
AMAFA provides strong compliance support without unnecessary micromanagement. Our approach is practical, collaborative and focused on supporting advisers to deliver compliant advice efficiently and confidently.
AMAFA advisers can access professional paraplanning support on demand. This includes high-quality, compliant SOAs with a four-business-day turnaround, helping manage workload fluctuations without the need for additional recruitment.
AMAFA provides strong compliance support without unnecessary micromanagement. Our approach is practical, collaborative and focused on supporting advisers to deliver compliant advice efficiently and confidently.
AMAFA advisers can access professional paraplanning support on demand. This includes high-quality, compliant SOAs with a four-business-day turnaround, helping manage workload fluctuations without the need for additional recruitment.
AMAFA provides strong compliance support without unnecessary micromanagement. Our approach is practical, collaborative and focused on supporting advisers to deliver compliant advice efficiently and confidently.
AMAFA advisers can access professional paraplanning support on demand. This includes high-quality, compliant SOAs with a four-business-day turnaround, helping manage workload fluctuations without the need for additional recruitment.
AMAFA offers an optional, paid offshore virtual assistant (VA) service that is recruited, trained and managed directly by AMAFA.
This service is designed to provide advisers with flexible administrative and advice preparation support without the risks of managing offshore staff independently. Offshore team members operate under AMAFA’s systems, processes and quality controls and act as a controlled extension of your practice.
The service allows advisers to scale support when needed while maintaining consistency, confidentiality and oversight.
Yes. AMAFA supports both sole advisers and multi-adviser practices.
For larger firms, transitions are carefully structured around a clearly defined authorisation date and supported by detailed planning well in advance. We work closely with practice principals to map revenue streams, client segments, systems and compliance requirements so the move is commercially sound and operationally controlled.
The focus is on protecting recurring revenue, maintaining client confidence and avoiding disruption. Where appropriate, adviser onboarding, client communications and system integration are carefully sequenced to ensure continuity and minimise downtime.
Our priority is to protect what already works in your business while strengthening structure, support and efficiency over time.
AMAFA offers an optional, paid offshore virtual assistant (VA) service that is recruited, trained and managed directly by AMAFA.
This service is designed to provide advisers with flexible administrative and advice preparation support without the risks of managing offshore staff independently. Offshore team members operate under AMAFA’s systems, processes and quality controls and act as a controlled extension of your practice.
The service allows advisers to scale support when needed while maintaining consistency, confidentiality and oversight.
Yes. AMAFA supports both sole advisers and multi-adviser practices.
For larger firms, transitions are carefully structured around a clearly defined authorisation date and supported by detailed planning well in advance. We work closely with practice principals to map revenue streams, client segments, systems and compliance requirements so the move is commercially sound and operationally controlled.
The focus is on protecting recurring revenue, maintaining client confidence and avoiding disruption. Where appropriate, adviser onboarding, client communications and system integration are carefully sequenced to ensure continuity and minimise downtime.
Our priority is to protect what already works in your business while strengthening structure, support and efficiency over time.
AMAFA offers an optional, paid offshore virtual assistant (VA) service that is recruited, trained and managed directly by AMAFA.
This service is designed to provide advisers with flexible administrative and advice preparation support without the risks of managing offshore staff independently. Offshore team members operate under AMAFA’s systems, processes and quality controls and act as a controlled extension of your practice.
The service allows advisers to scale support when needed while maintaining consistency, confidentiality and oversight.
Yes. AMAFA supports both sole advisers and multi-adviser practices.
For larger firms, transitions are carefully structured around a clearly defined authorisation date and supported by detailed planning well in advance. We work closely with practice principals to map revenue streams, client segments, systems and compliance requirements so the move is commercially sound and operationally controlled.
The focus is on protecting recurring revenue, maintaining client confidence and avoiding disruption. Where appropriate, adviser onboarding, client communications and system integration are carefully sequenced to ensure continuity and minimise downtime.
Our priority is to protect what already works in your business while strengthening structure, support and efficiency over time.
Yes. AMAFA supports holistic financial planners and risk specialists. Our Approved Product List, research tools and insurer relationships are designed to support a wide range of advice models without platform bias.
Yes. AMAFA supports holistic financial planners and risk specialists. Our Approved Product List, research tools and insurer relationships are designed to support a wide range of advice models without platform bias.
Absolutely. All conversations are confidential and obligation-free. The purpose of the initial discussion is simply to explore whether AMAFA is the right fit for you and your business.
Yes. AMAFA supports holistic financial planners and risk specialists. Our Approved Product List, research tools and insurer relationships are designed to support a wide range of advice models without platform bias.
Absolutely. All conversations are confidential and obligation-free. The purpose of the initial discussion is simply to explore whether AMAFA is the right fit for you and your business.
For high-revenue or multi-adviser practices, transitions are approached with additional structure and planning.
AMAFA works closely with practice principals to ensure transitions are commercially sensible, staged where required, and designed to maintain business momentum. We don’t force system changes or operational shifts that don’t add value.
The focus is on protecting what already works while improving efficiency over time.
Whether you are adding lending for the first time or are already an established broker, AMAFA provides the licensing structure, systems and support to help you grow confidently.
Introducing mortgage broking allows you to capture upfront and ongoing trail income that may otherwise be referred externally. Even a small portion of clients requiring lending each year can create meaningful additional revenue while strengthening retention.
As the holder of our own Australian Credit Licence (ACL), AMAFA is directly accountable to ASIC and partners with Connective Aggregation Services. This provides access to broad lender panels, leading systems and operational support without the need to build your own infrastructure.
You can also expand into asset finance and personal lending to further increase client share of wallet.
If you are new to broking, our mentorship program helps you build capability and revenue in a structured and compliant way from day one.
For high-revenue or multi-adviser practices, transitions are approached with additional structure and planning.
AMAFA works closely with practice principals to ensure transitions are commercially sensible, staged where required, and designed to maintain business momentum. We don’t force system changes or operational shifts that don’t add value.
The focus is on protecting what already works while improving efficiency over time.
Whether you are adding lending for the first time or are already an established broker, AMAFA provides the licensing structure, systems and support to help you grow confidently.
Introducing mortgage broking allows you to capture upfront and ongoing trail income that may otherwise be referred externally. Even a small portion of clients requiring lending each year can create meaningful additional revenue while strengthening retention.
As the holder of our own Australian Credit Licence (ACL), AMAFA is directly accountable to ASIC and partners with Connective Aggregation Services. This provides access to broad lender panels, leading systems and operational support without the need to build your own infrastructure.
You can also expand into asset finance and personal lending to further increase client share of wallet.
If you are new to broking, our mentorship program helps you build capability and revenue in a structured and compliant way from day one.
Absolutely. All conversations are confidential and obligation-free. The purpose of the initial discussion is simply to explore whether AMAFA is the right fit for you and your business.
For high-revenue or multi-adviser practices, transitions are approached with additional structure and planning.
AMAFA works closely with practice principals to ensure transitions are commercially sensible, staged where required, and designed to maintain business momentum. We don’t force system changes or operational shifts that don’t add value.
The focus is on protecting what already works while improving efficiency over time.
Whether you are adding lending for the first time or are already an established broker, AMAFA provides the licensing structure, systems and support to help you grow confidently.
Introducing mortgage broking allows you to capture upfront and ongoing trail income that may otherwise be referred externally. Even a small portion of clients requiring lending each year can create meaningful additional revenue while strengthening retention.
As the holder of our own Australian Credit Licence (ACL), AMAFA is directly accountable to ASIC and partners with Connective Aggregation Services. This provides access to broad lender panels, leading systems and operational support without the need to build your own infrastructure.
You can also expand into asset finance and personal lending to further increase client share of wallet.
If you are new to broking, our mentorship program helps you build capability and revenue in a structured and compliant way from day one.
Interested in becoming part of AMAFA’s dynamic adviser network? Reach out to find out more about joining and how we can support your business.