FB Wealth Management has been accredited an FPA Professional Practice by the Financial Planning Association, in recognition of our high professional and ethical standards.
The Financial Planning Association (FPA) is Australia’s leading professional body for financial planners. The FPA Professional Practice program is designed to recognise financial planning practices that go above and beyond, to deliver best practice financial advice in the local community.
To qualify for FPA Professional Practice status, businesses undergo a rigorous screening process and are required to meet the following requirements:
- Over 75 per cent of financial planners must be FPA members.
- Over 50 per cent of financial planners must be CFP® professionals, or will be within three years. Certified Financial Planner® professionals are the most qualified financial planners in the world.
As an FPA Professional Practice, FB Wealth Management will also undergo regular audits and surveys as part of the FPA Quality Practice Assurance Program to ensure it continues to meet the high standards set by the FPA.
We are very excited by the opportunity to become an FPA Professional Practice. We are always striving to deliver the highest quality advice and to provide an outstanding client experience. Becoming an FPA Professional Practice provides both existing and potential clients the confidence that they are dealing with a financial planning business of the highest quality.