Our Offer

A dynamic partnership to support your business and quality advice to your clients

Our Offer

Affinia Advice Support 

With Affinia, you will get access to:
- Financial planning technical support
- APL guidance
- Access to industry investment research
- Complaints support
- Financial Planning Software flexibility
We provide you with the processes and guidelines.

Business Coaching

Affinia supports business excellence through Business Consultants who can help you to:
- Increase productivity and find efficiencies
- Achieve your goals through business evolution planning
Our Business Consultant also provide you with advice coaching and remediation as well as market intelligence updates.


Business Support

Our Business Consultants will support your business and drive results by assisting with a range of initiatives including business planning, process improvement and developing marketing and digital strategies to ensure the sustained success of your business.

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

At Affinia, we live and breathe a culture of compliance. We help our advisers with their compliance through:
- Solutions-focused approach to compliance matters
- A comprehensive file review program that is based on our Guide to Advice Excellence.
- Solid working relationships with the adviser and practice network.
- Team members with ‘real life’ experience from working in financial planning practices

Education and Training

We support you to be able to continue in the industry by offering tailored education mapping and preparation for FASEA industry exam


 

Affinia Adviser Centre

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. 

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