How we help your business

AFAN is an umbrella over your business with access to the essential services required to run an efficient and professional financial advisory practice:

Educational & training, paraplanning, financial services administration, insurance claims
management, branding & marketing, communities for current & ex advisers, communities for
consumers.

Core Services

Marketing

We have an experienced marketing and events team and AFAN’s marketing systems are constantly fine-tuned to ensure that clients are regularly kept up-to-date on our full range of services. You will benefit from strong and consistent branding, marketing and communication.

Administration

Proficient administration in the financial services industry is vital – our clients’ livelihoods are literally at stake – so experience & an eye for detail are essential, even more so post FOFA & the Hayne Royal Commission. AFAN’s administration team has a wealth of industry experience & knowledge which simply provides advisers & clients alike with a great deal of comfort knowing that the job simply gets done.

Paraplanning

AFAN’s founding partners have spent decades learning, researching & developing what many have called the most thorough & informative strategic advice documents in the industry. Our intellectual property forms the body of our statements of advice which are carefully prepared by our outsourced paraplanning firm.

Claims Management

In our opinion this is what sorts the wheat out from the chaff & our 100% success rate in having claims approved speaks for itself. It all starts with making sure that each client file is ‘claims ready’ so that money is deposited into the clients’ bank accounts as quickly as possible & with a minimum of fuss.

Professional Development

The AFAN community is all about generously sharing knowledge and expertise, we hold regular events training and development delivered by experts, consultants and fellow financial services professionals.

Client Education

Your clients have access to information to educate and empower them to make the right decisions about their financial future. This will be in the form of articles, newsletters, videos, events and more.

Insights