Form M1SA SOUTH AUSTRALIAN MEMBERSHIP RENEWAL / NEW APPLICATION

July 1 2019 – June 30 2020

Complete this form (where applicable) and email to: admin@safca.org.au Or mail to:

SAFCA Membership Officer, Suite 7 Wellington Centre, 2 Portrush Rd Payneham SA 5070

Name:

Name of Workplace/Agency:

Position:

Business Address:

IF A FINANCIAL COUNSELLOR: Current hours worked per week:

Professional Supervisor (person who supervises your casework):

Business Email:

Business Hours Phone:

Personal Address:

Personal Email:

Personal Phone:

PLEASE CHECK THIS BOX IF YOU WISH TO IDENTIFY AS INDIGENOUS

If you are transitioning from Affiliate to Associate membership: in addition to this form, we require a certified copy of your Diploma and a Letter of Support from your agency. Important: please refer to National Standards for Membership & Accreditation re supervision requirements.

If you plan to transition from Associate to Full Membership within the 19/20 year , please refer to relevant application forms provided on the SAFCA website or email admin@safca.org.au

Have you ever been convicted of a criminal offence or subject to regulatory action by a federal or state government body including ASIC or ACCC? YES/NO (delete as appropriate): If “YES”: PLEASE PROVIDE DETAILS: (additional information can be provided by email to: safca@safca.org.au) Important: please sign declaration

Signature ___________________________________ Date ____________________

If you answered “YES”, you are required to provide more information about the nature of the situation. The SAFCA Board will take that into account when reviewing your application. The SAFCA Board places a duty and onus on its members and applicants to disclose any matter bearing on their capacity to practice financial counselling, whether or not that matter is described above

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Tax Invoice - SAFCA ABN: 54 509 915 636

Keep a COPY of this document as it will be a Tax Invoice when you make payment

SAFCA MEMBERSHIP FEES SCHEDULE FOR 2019 - 2020

INDICATE NEW or RENEWAL APPLICATION

NEW RENEWAL

INDICATE CATEGORY OF MEMBERSHIPPlease refer to page 4 for clarification of membership categories.

If you have any further queries, please contact Wendy at wendy@safca.org.au

Affiliate Associate Full/Accredited

Please check this box if you are transitioning from Affiliate to Associate membership

MEMBERSHIP FEE

Employed: $160.00 (incl. GST) Volunteer: $85.00 (incl. GST)

Unemployed: $85.00 (incl. GST)

Student (unpaid): $85.00 (incl. GST)

If you are experiencing any financial difficulties, please contact SAFCA to make payment arrangements

PLEASE REMEMBER TO INCLUDE YOUR NAME ON BANK TRANSACTIONS FOR EASE OF IDENTIFICATION

AMOUNT PAID:_______________________DATE:_______________

PAYMENT REFERENCE: ________________________________

EFT DETAILS: ANZ - SalisburyBSB: 015 356 Account Number: 266301193Account Name: S.A. Financial Counsellors Assoc. Inc.

Please enter your name in the reference section and attach a copy of the bank receipt. Failure to do so will make it difficult to reconcile your payment and may cause a delay in finalizing your application.

Please contact Sue at admin@safca.org.au with any queries regarding your membership payment

SAFCA will forward your name and email address to Financial Counselling Australia for the purposes of the Tool Kit website, distribution of newsletters, conference information, surveys and other occasional uses as approved by SAFCA. Please advise if you do not want your details forwarded.

SAFCA commits to the Australian Privacy Principles and will not share your information or email you without your consent

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Members cannot work for an organisation that charges fees for budgeting, financial counselling or debt management

In making this application for membership of the Association, I acknowledge and agree to the following:

1. I understand that the Association has agreed to the Financial Counselling of Australia Disciplinary Process – Policy and Procedures and that these govern how the Association assesses, handles and responds to complaints about Members. Accordingly, I am bound by the Disciplinary Process – Policy and Procedures.

2. Where a complaint is made about me, I consent to the Association and any investigator appointed by the Association:

a. asking my employer, former employer, a client or former client, a co-worker or anyone else for relevant information and to the extent necessary to do so disclosing information to them about the complaint about me; and

b. obtaining any of my personal information from my employer, a former employer, a client or former client, a co-worker or anyone else, in each case to the extent that the personal information appears to be relevant to the matters the subject of the complaint.

3. I confirm that this Membership Application may be provided to anybody by way of evidence that I have

consented to the Association asking for and obtaining information about me for the purposes of handling a complaint about me.

4. I acknowledge that if my membership of the Association is suspended or terminated, the Association may through Financial Counselling Australia make that information available to the financial counselling association in other States and Territories of Australia

5 I agree to abide by the Australian Financial Counselling Code of Ethical Practice

6 I agree to abide by SAFCA State rules (as set out in the SAFCA Constitution)

Signature Date

Office Use Only

DATE MEMBERSHIP ELIGIBILITY APPROVED: / /20

MEMBERSHIP OFFICER – Name & Signature …………………………………………………

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PLEASE ENSURE YOUR APPLICATION IS COMPLETE BY PROVIDING REQUISITE INFORMATION: If a NEW application –

a. This form completed and signed on page 3b. If you hold a Financial Counselling Diploma: Provide a certified copy of your Diploma (this can

be certified, as a true copy, by your line manager, a Full member of SAFCA or a Justice of the Peace (JP)).

c. Full/Associate Membership: A letter of support from your agency. This is a statement that they support your application as a SAFCA member and recognise and support the SAFCA Code of Ethical Practice.

d. Affiliate Membership: If employed as a Financial Capability Worker: a letter of support from you line manager. Otherwise, a brief* personal statement detailing the reason(s) you wish to become a member of SAFCA (*one or two paragraphs will suffice)

A ‘letter of support’ template is available from admin@safca.org.au

If a RENEWAL application – This form completed and signed on page 3

Please note that SAFCA will audit ten members at the end of the 2018/19 membership year. If you are randomly selected for audit, you will need to produce your CPD log and your continuous professional supervision (CPS) log.

CATEGORIES OF MEMBERSHIP, CPS and CPD REQUIREMENTSAffiliate (non-voting)An individual working in the financial counselling sector in a related role OR Actively studying for the Diploma of Community Services (Financial Counselling) OR has completed the Diploma of Community Services (Financial Counselling) - but is not working as a financial counsellor.

AssociateWorking as a financial counsellor AND Actively studying for the Diploma of Community Services (Financial Counselling) OR Hold the Diploma of Community Services (Financial Counselling) and has not yet had 24 months’ full-time experience, however meets the requirements for continuing professional development and supervision.

Accredited/Full Has had 24 months full-time experience working as a financial counsellor (including while studying if relevant) AND Holds Diploma of Community Services (Financial Counselling) AND If working as a financial counsellor, meets requirements for Continuing Professional Development (CPD) and supervision OR If not working as a financial counsellor, meets continuing professional development requirements.

Professional Development and Supervision Requirements Minimum requirement for professional development is 20 points of CPD per annum, with a minimum of one session from each of the 3 categories (technical, skills, ethics). Minimum requirement for supervision is minimum 10 hours per membership year if employed 0.5 FTE or more and minimum 6 hours per membership year if employed less than 0.5 FTE.

Definition of Supervision Professional supervision supports the work of a financial counsellor. The supervision process provides a forum to discuss casework, practice aspects of the role and the counsellor’s emotional and psychological wellbeing.

Professional supervision is an equal relationship founded on mutual trust and respect. Line management supervision is a different process to professional supervision.

Line management is undertaken by a person or persons to whom the financial counsellor reports. Line management includes oversight of the casework undertaken by the financial counsellor as well as ensuring

the financial counsellor meets organisational goals and complies with standards.

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