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A Financial Advisers Association
The Advisers Association (TAA) advocates on behalf of our members to promote greater awareness of and access to financial advice for everyday Australians. Our members are representatives of Akumin Financial Planning (AFSL 232706), Charter Financial Planning Limited (AFSL 234665) and Hillross Financial Services (AFSL 232705).
TAA is a non-profit, member-based association formally incorporated in 1925, with a long history of supporting advisers. With the transition from AMP Advice to Akumin Pty Ltd, our commitment to effective representation remains unchanged.
We work to represent, protect and enhance our members' interests, helping them build sustainable, client-focussed, and professional businesses.
We provide personal and professional support to both current and former members.
Quality financial advice makes a meaningful difference in people’s lives and contributes positively to Australia’s economy by easing pressure on the social security system.
TAA is dedicated to working with government, regulators and the broader financial services sector to champion the ongoing strength of the financial advice profession so that more Australians can benefit from cost-effective access to financial advice.
We also collaborate closely with industry partners, including as a member of the Joint Associations Working Group and play an active role in submissions to the Quality of Advice Review, Delivering Better Financials Outcomes legislation, the Australian Law Reform Commission, the Compensation Scheme of Last Resort and other key industry developments.
Our vision
We are committed to the financial advice industry and proactively foster its reputation as a valued profession.
Our Mission
To promote the highest standards of professional practice and advice in the financial services industry and to advocate for the interests of our members and the clients they serve.
Our Structure
Based in Sydney, our Executive Office provides dedicated support to TAA members and the board.
TAA's board and CEO provides strong leadership and experience. Our board comprises of member representatives, who are all business owners or Authorised Representatives.
Board sub-committees collaborate with stakeholders to get better outcomes for all stakeholders to improve advice quality, client outcomes, practice management, technology, and more.
We also work closely with members' licensees to help ensure clients benefit from high-quality, member-provided financial advice.