Protecting the reputation of the CPA designation is a shared responsibility. When it comes to providing financial advice you need to have the right solution in place for your practice. Holding a limited AFS licence is one of those solutions.

ASIC’s assessment of applications

If your application for a limited AFS licence was accepted for lodgement, it is currently under assessment.

Therefore, while you await your application outcome, you must not provide any advice in relation to the acquisition or disposal of an interest in a self-managed superannuation fund, or provide any other financial services, unless you have been appointed as an authorised representative of an AFS licensee.

Do you have your limited AFS licence?

If ASIC has approved your limited AFS licence and you have not notified us, contact finplan@cpaaustralia.com.au with a copy of your final licence.

We have available a financial services guide and statement of advice template exclusively for members who hold a CPA Australia Public Practice Certificate and who have been granted a limited AFS licence. To request a copy, contact finplan@cpaaustralia.com.au with a copy of your licence.

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If you would like to talk about your personal circumstances email finplan@cpaaustralia.com.au to arrange a time for a specialist to call you.