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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. Members are representatives of AMP Financial Planning (AFSL 232706), Charter Financial Planning Limited (AFSL 232705) and Hillross Financial Services (AFSL 232705).
TAA is a non-profit, member-based, and fully member-funded association originally incorporated in 1925, with a long history of engagement between AMP and advisers before then. Although AMP Advice has transitioned to Akumin Pty Ltd, this vital representation will continue.
We represent, protect and enhance our members' interests and help them build professional, client-focussed, sustainable and valuable businesses.
We provide personal and professional support to both past and present members.
Good financial advice makes a significant, positive difference in the lives of clients, relieving the burden on Australia’s social security system and consequently a profound impact on the Australian economy.
TAA is committed to working with Government, regulators and the broader financial services industry to champion the ongoing viability of the financial advice profession so that more Australians can benefit from cost-effective access to financial advice.
TAA collaborates closely with other associations, including a Joint Associations Working Group contributing to the Quality of Advice Review and the Australian Law Reform Commission.
Our vision
We are committed to the financial advice industry and proactively foster its reputation as a valued profession.
Our Structure
The Advisers Association has a Sydney-based Executive Office that supports the members and our board.
Our board is made up of member representatives, who are Authorised Representatives and business owners licensed by AMP Financial Planning, Charter Financial Planning Limited and Hillross Financial Services.
The Association's board and CEO are responsible for the overall leadership and management of the association.
Our board sub-committees work with other parties to get better outcomes for all stakeholders on matters related to advice, consumers and clients, practice management and effectiveness, products, technology and more.
We work with our members' licensees to ensure clients get a better outcome by receiving advice from one of our members.