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.

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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Contact

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.