2. All advisors hold or are working towards tertiary qualifications.
3. Senior advisers within the organisation have over 120 years of combined experience in specific areas of expertise such as lending, fire insurance, life insurance, investment.
4. Our advisers complete 2 years of mandatory in-house daily training in all aspects of the profession – the Managing Director or outside experts take this training from 8.30am to 9.30am every work day. There is no compromise in attendance. Past experience or qualification has no bearing on attendance. Everyone new to the organisation must attend.
5. All advisers are members of the Institute of Financial Advisers, and must attend a minimum of 20 hours external industry training each year.
With this level of formal training our people become well-versed in all aspects of financial planning.