Forms

Send​ an email to ua.moc.aafm@pihsrebmem and include the following details:

1. Name of the current Nominated Representative of the business membership
2. Your business name
3. Business address
4. Email address (for sending information to you)
5. Mobile phone number
6. ASIC ACL/ACR number.

We will make the change and a new membership certificate will be issued in your name. We will also advise you if there is a difference in fees due. The date of your membership renewal will remain unchanged.

Note: any reference to your business being an MFAA member will need to be removed from websites, letterhead, brochures etc, as the membership will now belong to you, not the business.

To change your membership, send an email request to ua.moc.aafm@pihsrebmem including:

1. External Dispute Resolution (EDR) Scheme membership certificate (AFCA) in the name of the business
2. Professional Indemnity (PI) insurance certificate in the name of the business
3. The declaration form completed, signed and dated by each of the directors - Download the declaration
4. If you have Directors of the company who are not MFAA members, we also require for each Director/Partner/Principal
   1. National Criminal History Record Check (no more than 3 months old).

Since you will be the nominated representative and are already a MFAA member, we do not require any additional documents for you.

A new Membership certificate and Statement of Attainment will be issued in your name. We will also advise if there is a difference in fees due.

Note: any reference to you personally being a MFAA member will need to be removed from websites, letterhead, brochures etc, as the membership will now belong to the Business.

A business member can change the Nominated Representative of its business membership.

If the new Nominated Representative is an existing MFAA member, we can make this change immediately. Please advise their details.

If the new Nominated Representative is not an existing MFAA member, there are two options:

1. If the Nominated Representative is a Loan Writer, we require:

• Current resume or curriculum vitae (CV)
• Diploma of Mortgage Broking
• National Criminal History Record Check (no more than 3 months old)
• Credit report (no more than 3 months old). Note: MFAA can do this check but cannot provide a copy of the document to you.
• External Dispute Resolution (EDR) Scheme membership certificate (AFCA)
• Completion of the MFAA Initial Compliance Pack.

2. If the Nominated Representative is not a Loan Writer, there must be a Loan Writing member employed by the business. Please advise us of the name of this person. The Nominated Representative will need to supply:

• Current resume or curriculum vitae (CV)
• National Criminal History Record Check (no more than 3 months old)
• Credit report (no more than 3 months old). Note: MFAA can do this check but cannot provide a copy of the document to you.

Note that the MFAA CEO may in exceptional circumstances waive one or more of the above requirements.

Please advise which of the above options suits you and we will send through the appropriate information.

Send your request and documents (where required) to: ua.moc.aafm@pihsrebmem

Once completed, a new Statement of Attainment will be issued in your name as the Nominated Representative of the business. The Membership Certificate remains unchanged.

Note that any reference to the previous Nominated Representative being a MFAA member will need to be removed from websites, letterhead, brochures etc.

To change your business name we need the following in the new business name:

• Professional Indemnity (PI) Insurance certificate
• External Dispute Resolution (EDR) Scheme membership certificate (AFCA)
• If there are different or new directors/Partners/Principals of the new business who are not MFAA members, we will need additional information. Refer to the form for details - Change of Business Name form.

Complete the form and email it with the applicable documents to: ua.moc.aafm@pihsrebmem

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

Note: any reference to your old business will need to be removed from websites, letterhead, brochures etc.

To change your business name, send an email request to ua.moc.aafm@pihsrebmem including:

1. Your name and MFAA member number
2. Business name​
3. Business address
4. Email address (for sending information to you)
5. Mobile phone number
6. ASIC ACL/ACR number
7. Professional Indemnity (PI) insurance certificate in the name of the new business
8. External Dispute Resolution (EDR) Scheme membership certificate (AFCA) in the name of the new business.

The date of your membership renewal will remain unchanged.

Note that a new membership certificates will not be issued as the membership remains in your name.

Applicants who reside in Australia and hold an Australian work visa will be considered on a case-by-case basis.

You must provide the following documents with your membership application:

1. a certified copy of your work visa

2. a signed copy of the Licensee Declaration form.

If you are applying to join the MFAA, a form to confirm your Mentor agreement is located in the online application.

You can access it when you are applying for your membership and upload it as part of your new member application.

Mentor declaration form

Changing mentors can happen on occasion, often due to a change of job, change of location or other circumstances. Before finalising your original mentor relationship, ensure that the mentor fills out the Mentee Progress form, tick the change of mentor option and complete all the Key Focus Areas that have been completed so far.

When you find a new mentor, ensure that you fill out the Mentor Declaration form.

Return all completed forms to ua.moc.aafm@pihsrebmem

If you are a new loan writer and are being mentored you will need to submit a Mentee Progress form. Tick the renewal option and ask your mentor to tick which areas you have already completed in your mentorship. Ask them to sign and date it.

Email the completed form to ua.moc.aafm@pihsrebmem so we can finalise your membership renewal.​​