Team profile

Complete the form below for each team member you wish to add to the website.

Submit your profile

"*" indicates required fields

Profile details

First name*

Last name*

Position*

Company name*

Profile headshot

Drop files here or

Max. file size: 10 MB.

Please upload a headshot image. Please note the image must be a minimum of 900px (w) x 900px (h), and 72dpi. If you aren't sure if your image meets this requirement, please upload multiple images for us to choose from.

Contact details

Direct phone number

Email address

Calendly booking URL

Social media details

Facebook URL

X (formerly Twitter) URL

LinkedIn URL

Instagram URL

YouTube URL

Adviser details

Are you an authorised representative?*

Yes

If you are an authorised representative please choose yes. If you are NOT an authorised representative a disclaimer will be automatically added to the bottom of your profile page.

Authorised representative number*

Please enter your authorised representative number. Note that your authorised representative number may be different to the authorised representative number for your entity.

Adviser profile*

Drop files here or

Accepted file types: pdf, Max. file size: 10 MB, Max. files: 2.

Please upload your adviser profile. This will be downloadable on your profile page.

Adviser accreditations

Certified Financial Planner (CFP)

FAAA Practitioner / Associate Member (AFP)

FAAA Affiliate Member

Fellow Chartered Financial Practitioner (FChFP)

SMSF Association Specialist Membership - Single designation

SMSF Association Specialist Membership - Dual designation

SMSF Association Fellow Membership - Single designation

SMSF Association Fellow Membership - Dual designation

CPA Business Management Professional

Certified Financial Planner (CFP) URL*

FAAA Practitioner / Associate Member (AFP) URL*

FAAA Affiliate Member URL*

Profile description

Profile page intro content

A short introductory sentence that will sit at the top of the profile page.

Profile page full biography*

A full biography, typically a few paragraphs. If you wish to include a video within this bio, please include the YouTube or Vimeo URL here.

Favourite quote

A quote that you share often with clients or that guides your work and outlook on life.

Profile page images*

Drop files here or

Max. file size: 10 MB, Max. files: 6.

Please upload any additional images you would like to add (NB this is in addition to the profile headshot image). We recommend a range of different images to demonstrate different aspects of what you do (e.g. a professional image in your office, one public speaking, one doing community work and one with your family).

Comments

This field is for validation purposes and should be left unchanged.

Team profile

Profile details

Contact details

Social media details

Adviser details

Profile description

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