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Association of Financial Advisers

The Association of Financial Advisers is a professional organisation that has been serving the financial advising industry for over 60 years.  Its aim is to provide members with a robust united voice, continually improve practises and focus firmly on the exciting, dynamic future of the financial advising industry.

With six decades of success behind it, the association's ongoing relevance is due to its philosophy of being an association of advisers run by advisers.  This means advisers set the agenda, decide which issues to tackle and shape the organisation's strategic plan.

Legenis - valgenics®

A unique values profiling tool

In discovering what is really important to people, at Legenis we make use of our unique trademarked, patent pending valgenics® process. This online tool delivers a report on a person dominant vales. Values form the basis of all Legenis processes, including; values based living legacy creation; family succession planning and family and corporate foundation administration. Legenis supports advisors in providing a comprehensive consultancy service assisting your clients and select prospects.

AdviserQuest®

AdviserQuest is a specialist in 'skills based' professional development, education and training. We focus exclusively on professional development for financial planners in our industry in Australia. We provide financial planners with a range of unique education, training and coaching services to complement their technical training. Our programs focus purely on client engagement skills, client relationships and provide tools and resources to assist financial planners in becoming true professional by focusing on the 'human' side of financial planning.

Adviserlink

Adviserlink Ltd was established in 1994 and is widely known as the key specialist independent provider, of professional education and training, to the financial services industry.

Adviserlink is registered as a Private Training Establishment (PTE) with the NZQA and helps financial advisers build their businesses through supporting them in the progression from knowledge to skills, and therefore, to productivity.

FutureStaff

FutureStaff's expertise in the Financial Services Sector since 1989 and foundations with the Credit Union Movement should provide confidence in the services we can provide to you. We understand your business challenges and opportunities. There is no other provider that can match our offering to you. As a leader in the industry, FutureStaff provides you not only value, but flexible delivery and exceptional solutions for your human resources services, including professional development for your most valuable asset; your staff.

Safetrac

Launched by Minter Ellison Lawyers in 1999, SAFETRAC is the market leader in online compliance services. SAFETRAC provides legal compliance, policy compliance, risk management and behavioural compliance training and testing products.