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Tasplan and AIOFP finalise referral arrangement

Tasplan and AIOFP finalise referral arrangement

Aleks Vickovich
— 1 minute read

Industry fund Tasplan and the Association of Independently Owned Financial Professionals have finalised the terms of a referral deal for financial advice services.

The agreement will see Tasplan members in mainland Australia referred to AIOFP accredited adviser members for holistic financial advice services.

“The agreement provides significant opportunities for AIOFP members and an exciting aspect of the agreement is that many of the opportunities will be in regional areas,” said AIOFP member services manager Ray Bailey.

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Tasplan chief operations officer Nick Connor said that Tasplan’s goal is to provide their members with access to quality, non-conflicted financial advice regardless of geographic location.  

“With over 20 per cent of our members living outside of Tasmania, we are taking a national approach to our service delivery,” Mr Connor said.

“Our aim at Tasplan is to give our members the right tools and knowledge to achieve their retirement goals and have financial confidence.

“We know that quality personal financial advice is an important element and our partnership with the AIOFP will ensure we can offer quality consistent service to all our members across Australia.”

 

Tasplan and AIOFP finalise referral arrangement
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