Empowering you – the AFA way

by Phil Smart

We think outside the square and away from the traditional ways of giving financial advice.  The focus is on building a closer relationship with all of our clients, at AFA we focus on what brings you joy, what makes your heart skip a beat and we help you create a life story that’s worth telling.  That’s the AFA Way.

Our success to date is testimony to our philosophy. With over 150 years of combined experience in the financial planning industry, you can be certain that you are receiving the highest standard of advice at all times.

We say it as it is, we research our work incorporating all current legislation and we apply a common sense approach to accomplishing our objectives.

With our commitment to the highest quality of advice across all fields of financial planning, our advisers continue to strive to maintain that competitive edge.

All advisers within the AFA team must have achieved and satisfied all education, examination, experience and ethics requirements for certification or be currently working towards this quality designation.

“Our success to date is testimony to our philosophy. With over 150 years of combined experience in the financial planning industry, you can be certain that you are receiving the highest standard of advice at all times.”

All AFA advisers must have completed a comprehensive course set down by the licensee with the designation of Quality Adviser being granted. All AFA licensee practices must hold the minimum designation standard of Quality Practice, the highest accreditation that can be awarded by the licensee.