Cockatoo guide

NAIFA: a US professional association

The National Association of Insurance and Financial Advisors is a US professional association.

The National Association of Insurance and Financial Advisors is a US professional association.

The distinction that matters

Membership does not establish an Australian financial services licence or authority to provide personal advice in Australia.

What to check

  • Identify the association and country.
  • Verify an adviser’s relevant authorisation separately.
  • Check services and remuneration disclosures.

Example to discuss

An Australian consumer checks local authorisation rather than relying solely on a US association designation.

This is a hypothetical comparison, not a customer claim or a determination of cover.

Sources and further reading

General information only. The policy, schedule and applicable rules determine the actual position. For a personal decision, use an appropriately qualified adviser or the relevant provider.

Sources

References used in this guide