MAP Financial Planning is the holder of Australian Financial Services License No 239117. The company was formed in 1999 as a wholly owned subsidiary of MAP Funds Management Ltd ABN 85 011 061 831 to provide financial planning services to clients of the MAP Group.
In March 2009, MAP Funds Management Ltd (MAP) entered into an agreement with Heritage Building Society ACN 087 652 024 (Heritage) to provide financial planning services to clients of both organisations. Under the agreement, MAP Financial Planning Pty Ltd was renamed HeritageMAP Pty Ltd and MAP and Heritage each became 50% shareholders.
The joint venture was terminated on 28 February 2011. The company again became a wholly owned subsidiary of MAP and re-assumed the name MAP Financial Planning Pty Ltd. It continues to provide financial planning services to clients of the MAP Group but no longer provides any services to clients of Heritage Building Society.