The FAAA Pro Bono Program: A program designed to unite FAAA members with individuals and families facing financial hardship

Through our Pro Bono Program, the FAAA is proud to connect its members with opportunities to deliver pro bono advice and make a significant difference to the lives of Australians in need.

Volunteering your expertise provides members with an opportunity to give back to their community, reducing stress and the burden on those experiencing financial hardship. Donating your time can be an extremely rewarding experience and we actively encourage you to get involved and join a trusted network of passionate professionals.
 


Established in 2014, the Pro Bono Financial Advice Network (PFAN) is an independent network that connects advisers with clients who are living with a serious illness and/or disability. 

PFAN works with multiple industry referral partners, including FAAA, to support a range of charities including MS Australia, Motor Neurone Disease and Pancare. Through PFAN, advisers commit to taking on one (or more) pro bono financial advice cases a year to make a life changing difference for individuals who need access to financial advice but can't afford it. 

LOOKING FOR PRO BONO ADVICE?

If you find yourself in need of financial assistance and counselling, the FAAA recommends connecting with Financial Counselling Australia (FCA). 

 

The FCA is the peak body for financial counsellors in Australia and assists people from all walks of life who may find themselves with money problems. Financial counsellors are non-judgmental, qualified professionals who provide information, support and advocacy to people in financial difficulty. Working in community organisations, their services are free, independent and confidential. Contact the FCA. 

 

Please view the Pro Bono Guidelines HERE

Please note: The FAAA will share information collected in the application, including any personal information you provide, with the Pro Bono Financial Advice Network. For more information, please read the FAAA Statement of Privacy HERE.

FAAA and Pro Bono Financial Advice Network: Member Application Form

 

Please complete the form below to register for the Pro Bono Financial Advice Network (PFAN) Pro Bono Register, in conjunction with the Financial Advice Association Australia (FAAA). We thank you for your contribution to the program. 

Member Contact Details


Contact Information



Address


Licensee Details

 

Please provide the details of your Licensee who has given authority for the financial planner, listed on the previous page, to be included in the FAAA Pro Bono Program. 


My licensee has given me approval to provide pro bono advice per the FAAA Pro Bono Program



Application Summary



Terms and Conditions
• I confirm I have received a copy, read, and understood the FAAA Pro Bono Program Guidelines for providing Pro Bono Advice. • I agree that the pro bono advice I provide will be given with the same degree of competence, expertise, and professionalism, and to the same high standard as work I undertake for fee-paying clients • I will refrain from using the Pro Bono role in any way to promote my financial planning business, including engaging in referral services • I will ensure that I will not accept any form of monetary compensation, or payment-in-kind for the advice I give to pro bono clients • I agree to provide pro bono financial advice taking account of all ethical, professional, and regulatory requirements that apply to personal financial advice, including waiving or rebating commission or fees on all financial and credit products • I confirm that I have the agreement of my AFS Licensee to provide pro bono advice under the FAAA Pro Bono Program • I agree to submit to the FAAA an activity report relating to the pro bono program at a time, and in a form determined by the FAAA • I agree to provide the FPA full access to my advice files and records in relation to this pro bono program if requested by the FAAA An FAAA Member must register independently to provide pro bono advice. If a case cannot be taken on by the registered individual, the client case must be handed back to the Cancer Council. Delegating a case to a colleague that has not registered is not in line with the guidelines of the program. By agreeing to these Terms and Condition, I acknowledge the FAAA will share my details provided in this application with the Cancer Council.

 

View the Pro Bono Guidelines HERE

Please note: The FAAA will share information collected in the application, including any personal information you provide, with the Cancer Council Australia. For more information, please read the FAAA Statement of Privacy HERE. 

Thank You

 

Thank you for registering to take part in the FAAA Pro Bono Financial Advice Network Pro Bono Program. 

You will receive a confirmation email shortly for your registration. 

If you have any questions, please contact us at probono@faaa.au 

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