• subs-bellGet the latest news! Subscribe to the ifa bulletin

AFA opens 2014/15 mentoring program

The AFA has launched its 2014/2015 mentoring program aimed at developing and educating the next generation of financial advisers.

The AFA Mentoring program – created as a support to the AFA GenXt initiative – is now in its sixth year and takes new advisers through the process of generating referrals, engaging clients and developing centre of influence relationships.

AFA GenXt national Chair, Fraser Jack said the program provides new advisers with access to some of the industry’s best.

“The AFA is always looking for new ways to increase professionalism within the advice community and will continue to support, educate and develop newer advisers so that they can provide great advice for more Australians,” Mr Jack said.

Stream Financial associate insurance adviser Lachlan Money was mentored through the program from July 2013, and he said it gave him “a different approach to advising.”

“I had truly had enough of the study load from university, but my contact with my mentor provided me with skills that the degree ignores, particularly in the area of soft skills,” Mr Money said.

“It is tough to properly evaluate yourself and how you are tracking with your career, so it was priceless to have someone experienced to offer opinions on what I was doing and how I could improve myself.”


The AFA said this year the program will additionally include content from its fellow chartered financial practitioner designation (FChFP).

Intakes for the AFA Mentoring program close on 20 June 2014.