WB Financial awarded ISO quality assurance certificate
WB Financial Management claims to have become the first independently owned dealer group in Australia to have been awarded a quality assurance (QA) certificate through the International Standards Organisation (ISO).
The company has received a Quality System Certificate of Registration for conforming to AS/NZS ISO 9001:2000 after a two-year qualification period, according to chief executive Steven Eager.
While it is WB Financial, as the holder of an Australian Financial Services Licence (AFSL), that has been ‘quality assured’, its 18 adviser businesses across Australia will “gain credibility” through association, Eager said.
ISO recognition of the company’s policies and procedures will “deliver significant advantages for our growing base of advisers and clients, not least of which is lower professional indemnity (PI) costs”.
It will also “provide greater confidence to clients, strategic partners and business associates that they were dealing with a reputable organisation which focused on doing things well”.
“From an independent perspective, it shows that our processes are of the highest quality, and that we’ve put in the extra effort and done the due diligence,” he said
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