When seeking financial advice, it makes sense to choose a practice that you can trust to deliver the highest quality service and advice.
Our licensee has awarded us the Certified Quality Advice Practice accreditation, recognising that our practice offers a ‘complete financial planning service’ with well-defined service expectations that you can access confidently.
This accreditation is based on the satisfaction of professional standards relating to the service, business management, technical knowledge, commitment to compliance and professional development and experience in delivering quality financial advice.
Discuss your financial goals with our friendly and experienced team on (03) 5225 5900.
A Certified Quality Advice Practice offers you more …
A complete financial planning service
High priority is placed on measuring client satisfaction and expectations to ultimately offer our clients a better, more complete service.
Better understanding of your lifestyle needs
All authorised representatives complete a Client Questionnaire to better match product and service solutions to our clients needs.
Transparency of the service offer, qualifications, fees and charges
A transparent financial management service enables you to understand the processes that underpin your financial planning decision and gives you confidence in your expectations.
To achieve this transparency, we provide our clients with the following:
- a Practice Profile – contains service commitment and authorised representative profiles;
- a Financial Services Guide – provides information about the service being provided; and
- a Statement of Advice – a personal record of the personal financial advice provided, including information about the advice given, fees and commissions and any interests or associations, which may influence advice.
Priority, timely service
Our authorised representatives receive ongoing support and priority access to services, including plan checking and assistance for any specialised financial planning requirement you may have. This ensures that you receive the most relevant information to meet your specific financial needs, giving you greater peace of mind.
Security and confidence
Our authorised representatives have passed examinations in financial planning, abide by a code of ethics and adhere to rigorous compliance standards in servicing all clients.
The practice has assigned a diligent and dedicated compliance expert, responsible for keeping track of government and industry changes and communicating this information within the practice.
The difference is the professional expertise and effort that is applied in delivering the standards required of a Certified Quality Advice Practice.