UniSuper gets FPA Professional Practice accreditation

superannuation/FPA/

26 August 2015
| By Jassmyn |
image
image image
expand image

UniSuper has become the first profit-to-member fund to have each of its advice offices in Australia accredited under the Financial Planning Association (FPA) Professional Practice program.

The accreditation means each office is required to demonstrate the highest professional and ethical standards through the FPA code of professional practice, and a majority of advisers in each office hold a certified financial planner (CFP) designation.

UniSuper's executive manager for advice, Jack McCartney, said the accreditation allows its advice offices to be a trusted environment for members seeking professional tailored advice across a broad range of topics.

"We've built our national advice footprint in response to increased demand from members for professional advice that covers not just superannuation-related topics but broader financial issues such as investment strategies, wealth accumulation, insurance or retirement, and estate planning," he said.

"Our membership base is unique, they are engaged, well-educated and we have privileged access which enables us to design products and solutions — such as our open defined benefit division — specifically for our members.

UniSuper advice is fee for service and avoids any commissions for recommending investment strategies or insurance products.

Read more about:

AUTHOR

Recommended for you

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 3 weeks ago

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

2 months 3 weeks 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 months 4 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

3 weeks 6 days ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

2 weeks 1 day ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

1 week 6 days ago

TOP PERFORMING FUNDS

ACS FIXED INT - AUSTRALIA/GLOBAL BOND
moneymanagement logo