Powered by MOMENTUM MEDIA
moneymanagement logo
 
 

Certainty Advice creates ethical advice certification

Certainty-Advice-Group/

18 August 2017
| By Jassmyn |
image
image image
expand image

Certainty Advice Group has launched what it claims is the first certification mark for ethical financial advice in Australia.

The mark certifies advisers who adhere to common approaches of how value is determined for clients, how clients are engaged and re-engaged every year, and how advice is priced without conflict.

Certainty Advice Group managing director, Jim Stackpool, said: “Since 2005, we have always had a simple objective. Consistent and methodical delivery of comprehensive and ethical advice without any real or perceived conflict or incentives”.

“So by creating this new certification mark – called Certainty Advice – we are certifying our approach to not only make it accessible to more advisers, but more Australians,” he said.

Stackpool said he believed that while the new certification would take some time to take hold in the financial advice world, it would deliver comprehensive and ethical value for more Australians every year.

“It’s not for every adviser, but I do believe this form of financial advice will be more accepted by most Australians by 2030.”

Read more about:

AUTHOR

Recommended for you

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

1 week ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 weeks ago

So we are now underwriting criminal scams?...

6 months 2 weeks ago

After last month’s surprise hold, the Reserve Bank of Australia has announced its latest interest rate decision....

1 week 2 days ago

A professional year supervisor has been banned for five years after advice provided by his provisional relevant provider was deemed to be inappropriate, the first time th...

3 weeks ago

WT Financial’s Keith Cullen is eager for its Hubco initiative to see advice firms under its licence trade at multiples which are catching up to those UK and US financial ...

1 week 5 days ago

TOP PERFORMING FUNDS

ACS FIXED INT - AUSTRALIA/GLOBAL BOND
Fund name
3y(%)pa
1
DomaCom DFS Mortgage
74.26 3 y p.a(%)
3