who can you trust?

Not all financial planners are the same. By looking for a financial planner that is a member of the FPA, you can rest assured that they are highly qualified, experienced and will do the right thing by you.

Members of the FPA can be distinguished from other financial planners because they:

  • > adhere to a strict Code of Professional Practice and Code of Ethics
  • > are accountable to a rigorous complaints and discipline system if they were to breach the Code
  • > complete training every year to keep their knowledge and skills up to date
  • > have a duty to put your interests first
  • > are obligated to explain and document their fees and charges to you in a clear and transparent way.
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