We hold our financial planning licence through AMP Financial Planning Pty Limited, one of Australia’s largest financial planning networks. Through our accreditation with AMP Financial Planning we benefit from industry leading training, support, research and development.
We have access to independent, specialised investment knowledge through Zenith, one of Australia’s most influential providers of investment research.
Many of our planners are Certified Financial Planners (CFP) through the Financial Planning Association (FPA). This is a rigorous process to undertake and requires constant learning and development to maintain. These planners must meet stricter criteria and higher standards that those required by law. Our whole organisation works within this context.
We also have alliances with referral partners that specialise in general insurance, accounting, direct property and business planning to help address more of your financial needs.