Join Us

Why Advice Professionals should join Affinia

Our Principles

Instill Confidence: Through our integrity and expertise, we bring surety to an evolving industry. We empower our advisers by ensuring they're equipped to practice with confidence. 

Act with Purpose: We're deliberate and decisive. We assess and strategise, and then we get things done. We're proactive about getting out practices where they need to be. 

Enable Productivity: In everythign we do and provide, we ensure our practices thrive. Be it tools, technology, education or people- power, we're practical and responsive.

Our Offer

Affinia Advice Support 

With Affinia you get access to the Affinia Handbooks, designed to reset the standard of what advice is within the Affinia licensee by ensuring transparent and auditable process/guidelines are provided for all in the Affinia family.

Business Coaching

Affinia supports business excellence through Affinia Business Consultants remediation, business evolution planning, valuation tools, market intelligence updates, helping find business efficiencies, and process and productivity agendas.

Business Support

Your dedicated state-based team will always be in touch with news and ideas. And you can contact them whenever you need to. 



Community

Affinia is a family of community minded professionals. We live and breathe our house rules of:

  • Get involved
  • Give back
  • Champion our brand
  • Be professional
  • Do what’s right

Compliance Culture

Our Advice and Business Excellence framework demonstrates our commitment to continually monitoring, measuring and improving the services we offer as a licensee through the lens of market leading advice to Australian consumers. We live and breathe a culture of compliance and ensure you have easy access to best practice SOA templates and instructions, business rules and advice guidelines.

Education and Training

Affinia is your education partner across Risk, Super and Investment advice. We hold quarterly advice days, professional development days, ad-hoc training and product strategy sessions. Our calendar of events will ensure you stay on top of your game, and our online structured CPD program will help keep you up to date and compliant with your CPD obligations.


 

Flexibility

Our Risk approved product list is open, so when it comes to getting the best for your clients, it’s your choice. And if you want more, we offer a broad selection of investment and superannuation products from preferred platforms. You will also have the freedom to use the technology that suits you..

Innovation Online

The Affinia Adviser Centre is your one-stop-shop for all things technical, compliance, business processes and updates. Here you will find all the latest policy and procedures to ensure Affinia Representatives are equipped to practice with confidence. 

Join Us

Affinia is redefining the way dealerships service and support advisers. If you are looking to join a community of like-minded experts, we want to hear from you. Contact us.

Now that we have made the move to Affinia, we feel as though we have more support in growing our business, particularly with recruitment and referral partnerships.