Forms

Change Business Membership to Individual

Email membership@mfaa.com.au with:

• Current nominated representative's name
• Business name and address
• Email address and mobile number
• ASIC ACL/ACR number

A new certificate will be issued in your name, and we’ll inform you of any fee differences. Remove any references to the business being an MFAA member.

Change Individual Membership to Business

Email membership@mfaa.com.au with:

• AFCA EDR membership certificate (business name)
• Professional Indemnity (PI) insurance certificate (business name)
• For non-MFAA-member directors:
• National Criminal History Record Check (no older than 3 months)

A new certificate will be issued in the business name. Remove references to you as an individual MFAA member.

Email membership@mfaa.com.au with details of the new representative. 

Requirements vary:

If MFAA Member: Provide the new representative’s name and changes can be made immediately.

If not an MFAA Member (loan writer), submit:

• Current CV
• Diploma of Mortgage Broking
• National Criminal History Record Check (no older than 3 months)
• Credit report (no older than 3 months)
• AFCA EDR certificate
• MFAA Initial Compliance Pack completion

If not a loan writer, submit:

• Current CV 
• Criminal History Record Check
• Credit Report. 
• There must also be an MFAA Loan Writer employed by the business.

Business Memberships:
Email membership@mfaa.com.au with:

• Professional Indemnity (PI) insurance certificate (new business name)
• AFCA EDR membership certificate (new business name)

A new membership certificate will be issued in the new business name.

Individual Memberships:
Email membership@mfaa.com.au with:

• Your name and MFAA member number
• New business name and address
• ASIC ACL/ACR number
• PI insurance certificate and AFCA EDR certificate (new business name)

For Visa holders:
Include the following documents with your application:

• Certified copy of your work visa
• Signed Licensee Declaration form

New members:
Access the MFAA Mentor Declaration Form as part of your online membership application.

Change of mentor:

• Ask your current mentor to complete the MFAA Mentee Progress Form, marking completed Key Focus Areas.
• Complete a new MFAA Mentor Declaration Form with your new mentor.
• Email both forms to membership@mfaa.com.au.

Renewing membership as a mentee:

• Submit a MFAA Mentee Progress Form during renewal.
• Ensure your mentor marks completed areas, then signs and dates the form.
• Email the completed form to membership@mfaa.com.au.