Membership Upgrade Application



If you have any questions regarding your application, please contact [email protected] or call us on 1300 346 742. 

To find out more about membership please visit https://www.finsia.com/membership



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Personal information



If your application for an upgrade is accepted, your new membership certificate will be sent to the contact address on your record. Please ensure your address details are up-to-date.

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Request for upgrade 

Please select the membership category you wish to upgrade to:

Please ensure that your application satisfies one or more of the following criteria for upgrade as required by FINSIA By-Laws:

a. academic qualification plus appropriate industry or finance related experience

b. contribution to FINSIA - please see important definitions below.

c. contribution to the financial services industry or a field of endeavour associated with it - please see important definitions below.

Important Definitions

Contribution to FINSIA is based upon the many ways in which members serve the aims and objectives of FINSIA. Examples would include serving as an active FINSIA Education practitioner over a period of time or serving on a FINSIA committee, council or Board.

 

Contribution to the financial services industry is defined as relating to services that further the industry rather than an individual’s personal career, and can be seen in activities that require considerable investment of time and effort beyond day-to-day job requirements. It is recognised that in some instances this may be paid via honoraria or market rates.

 

Typically, contribution to the financial services industry would fall into one of the following categories:

1. The applicant has made a significant contribution to the financial services industry by driving innovations in policies, techniques or processes that advance the industry in some manner; or

2. The applicant has furthered the contribution of the financial services industry to the community in general, or enhanced the profile and credibility of the financial services industry through, for example, significant contributions to the work of charitable or not-for-profit organisations or via government tribunals, committees or taskforces.

Visit FINSIA’s website www.finsia.com/membership for specific requirements.

FINSIA reserves the right to allocate membership categories as appropriate.



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Qualifications

Please attach copies of original qualifications or original transcripts

Accepted file formats: PDF, DOCX, DOC.

Please attach copies of original qualifications or original transcripts

Accepted file formats: PDF, DOCX, DOC.

Please attach copies of original qualifications or original transcripts

Accepted file formats: PDF, DOCX, DOC.

Please attach copies of original qualifications or original transcripts

Accepted file formats: PDF, DOCX, DOC.

Please attach copies of original qualifications or original transcripts

Accepted file formats: PDF, DOCX, DOC.

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Relevant industry experience

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Contribution to FINSIA or Financial Services Industry

Please attach a document providing comprehensive details of your contributions to FINSIA and / or the financial services industry as explained in important definitions

Accepted file formats: PDF, DOCX, DOC.

 

 

Please confirm the information provided is true and correct