Why use AAA?

AAA has several advantages:

  • An easy application process
  • A comprehensive range of the necessary supporting tools, including web-based advice software so you can be up and running as soon as you are ASIC approved
  • Capped fee structure – no licensee retentions
  • The professional support that comes with your membership with the NTAA
  • Compliance access and support
  • Compliance audits
  • Compliance feedback and assistance for Statement Of Advice ('SOA')
  • Discounted rates for NTAA Super Schools seminars
  • Everything you need and nothing you don’t

AAA has its exclusive easy to use SOA generation software to speed up the advice process, which is provided for no additional cost.

Web-based SOA Solution

AAA allows authorised representatives to advise their clients on the following:

Deposit and payment products limited to:

  • Basic deposit products
  • Deposit products other than basic deposit products

Life products including:

  • Investment life insurance products
  • Life risk insurance products

Interests in managed investment schemes including:

  • Investor directed portfolio services
  • Retirement savings accounts ('RSA') products


Superannuation including:

  • Investments within super, rollovers and super related recommendations

Strategic advice including:

  • Estate planning
  • Debt management
  • Centrelink Advice



Margin lending

To become an AR of AAA you need to be a NTAA Member.