AMAFA taps Human Financial for adviser solutions
Boutique licensee Australian Mortgage and Financial Advisers (AMAFA) has struck a deal with Sydney-based portfolio solutions provider Human Financial to power its advisers with practical, high-quality investment strategies.
The partnership announced on Thursday will give advisers at the Queensland-based licensee access to portfolio construction frameworks, model portfolios, investment committee research, reporting support, market insights and education resources.
Under the arrangement, AMAFA will retain responsibility for its approved product list, investment committee decisions, adviser governance framework and compliance obligations.
AMAFA managing director Keith Marshall said the move represents a natural evolution of boutique’s commitment to supporting advisers with practical, top-tier investment solutions.
“We have built a strong governance framework over many years, supported by independent research, robust APL processes and technology-driven controls,” he said.
“The partnership with Human Financial builds on those foundations by bringing additional portfolio expertise, investment insights and resources to our adviser network.”
Human Financials’ head of distribution Ateeth Rungta, who has more than 25 years of experience across financial services, adviser support and wealth management, will assist AMAFA advisers on a daily basis.
The manager will also provide support across investment philosophy, strategic asset allocation guidance and model portfolio capabilities, as well as adviser education resources and market commentary.
Human Financial chief investment officer Angus Sippe said the firm stands ready to support AMAFA’s continued growth. “AMAFA has developed a strong adviser framework with clear governance and adviser-first principles,” he said.
“We look forward to working with the AMAFA team to help enhance their investment capability and provide advisers with additional portfolio support and education resources.”
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