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AMAFA enhances investment capability through Human Financial partnership

From AMAFA - Australian Mortgage and Financial Advisers

AMAFA has formed a strategic investment capability partnership with Human Financial Management Limited (Human Financial) to enhance portfolio construction support, investment governance and adviser resources across the AMAFA network. The

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05 Jun 2026

AMAFA recruits more advisers

From AMAFA - Australian Mortgage and Financial Advisers

AMAFA has appointed six financial advisers to its national network so far this year, across Queensland, New South Wales and Victoria.AMAFA National Operations Manager, Mario Finocchiaro, said the group is

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30 Apr 2026

AMAFA introduces MainstayAI

From AMAFA - Australian Mortgage and Financial Advisers

Boutique licensee AMAFA has introduced MainstayAI, an AI-enabled advice review tool, designed to help its advisers quickly review their documentation and identify potential gaps. Advisers can upload key documents, including

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24 Mar 2026

AMAFA launches Succession Reality Check

From AMAFA - Australian Mortgage and Financial Advisers

AMAFA has launched the AMAFA Succession Reality Check, a simple business continuity and succession planning self-assessment tool designed to help financial advisers review the resilience and long-term sustainability of their

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20 Feb 2026

Run-off cover or exit fee?

From AMAFA - Australian Mortgage and Financial Advisers

Licensees who dress exit fees up as professional indemnity (PI) run-off cover fail the transparency test and undermine adviser trust, according to AMAFA managing director Keith Marshall. “When licensees label

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18 Nov 2025

AMAFA strengthens southern presence under Trapnell

From AMAFA - Australian Mortgage and Financial Advisers

Boutique licensee Australian Mortgage and Financial Advisers (AMAFA) is hosted its first Melbourne-based Peer Group Session last week, bringing its Victorian advisers together face-to-face for collaboration, education and professional exchange.

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20 Oct 2025

Earn CPD Points

CPD: A TTR strategy for modern retirement
We are currently witnessing one of the most significant demographic transformations in Australia’s history. Over the next decade, an estimated 2.5 million Australians are expected to enter retirement[1]. This article, [...]
CPD: Trend following in uncertain times
Trend following strategies aim to generate returns by capturing sustained price movements across a diverse range of asset classes. Unlike traditional investment approaches that rely on valuation or forecasting, trend [...]
CPD: Aged care advice and ethics
Data from the Australian Institute of Health and Welfare (AIHW) shows that Australia’s population aged 65 and over is projected to reach 22% – or 8.8 million people – by [...]
CPD: AI governance – a practical framework for advisers
Regulator scrutiny of AI governance just got serious In years to come, they may well call it the ‘Mythos effect’ – the point in early 2026 where all the concerns [...]
CPD: Thinking outside the box – providing a loved one a paycheque for life
Australia’s great wealth transfer is well underway. An estimated $5.4 trillion is expected to pass from those aged 60 and over to younger generations within the next two decades.[1] In [...]