Adelaide-based firm Middletons Securities has received FPA accreditation as a “professional practice” which it said will give existing and potential clients additional “peace of mind.”
Middletons Securities spokesperson Nick Loxton said the firm was awarded the accolade in recognition of its “high professional and ethical standards”.
“As an FPA Professional Practice, our existing and potential clients can have peace of mind knowing that they are dealing with, and being supported by, a financial planning practice of the highest professional standing,” Mr Loxton said.
“Financial planning is incredibly complex and can be daunting for many Australians so it is more important than ever for people to work with only the best to ensure they get the best advice available, and utilise strategies to gain the strongest investment returns for their circumstances whilst protecting assets.
“With significant backing and resources, Middletons Securities is perfectly positioned to help clients secure their financial future - and being recognised as a Professional Practice reinforces that we have quality financial planning practices in place to provide only the best financial advice.”
The firm received the FPA status following a “rigorous” screening process which includes having more than 75 per cent of practitioners as FPA members and having more than half on track to becoming CFP professionals.
Middletons Securities said it will now use the Professional Practice brand throughout its marketing including its offices and website.
“The Professional Practice designation recognises quality financial planning practices that are providing the highest quality financial advice in their community,” FPA chief executive Mark Rantall said.
SUBSCRIBE TO THE IFA DAILY BULLETIN
- 22 Jan 2019Advice issues stem from writing of SOAs, says RafteryBy Adrian Flores
- 21 Jan 2019Federal Court winds up CFS Private WealthBy Eliot Hastie
- 22 Jan 20192.44m Aussies suffer from financial stressBy Sarah Simpkins
- 22 Jan 2019BT releases 6 ‘core’ managed portfoliosBy Eliot Hastie
- 21 Jan 2019Licence conditions placed on Sydney AFSLBy Adrian Flores
- 21 Jan 2019O’Dwyer steps down from politicsBy Adrian Flores
- view all