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.
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.
Your dedicated state-based team will always be in touch with news and ideas. And you can contact them whenever you need to.
Affinia is a family of community minded professionals. We live and breathe our house rules of:
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
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.
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.
