Foundry Financial Planning, Albury has been accredited an FPA Professional Practice by the Financial Planning Association, in recognition of their 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.
As an FPA Professional Practice, Foundry Financial Planning is now eligible to use FPA Professional Practice branding in their offices, on the company website and marketing literature to clearly differentiate the practice.
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.
As an FPA Professional Practice, Foundry Financial Planning 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.
Bruce Haszard CFP® of Foundry Financial Planning said:
“We are very excited by the opportunity to become an FPA Professional Practice. We are always striving to deliver the highest quality of advice and find new and better ways to deliver 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.”
FPA CEO Dante De Gori said:
“The FPA Professional Practice program recognises quality financial planning practices that are providing the highest quality financial advice in their community.”
“With only one in five Australians seeking financial advice, we are working hard to address this gap by increasing consumer trust in financial planning. Consumers don’t know where to turn for advice they can rely on. If they look for a CERTIFIED FINANCIAL PLANNER®professional or an FPA Professional Practice, this is a perfect place to start. Currently there are over 300 FPA Professional Practices across Australia, and this number is continually growing.”
The FPA invests heavily in advertising campaigns designed to further promote the FPA brand as a mark of trust to all consumers. You can find out more about the FPA at www.fpa.com.au.
Broadland Albury Pty Ltd ACN 163 074 119 trading as Foundry Financial Planning is an authorised representative
of Charter Financial Planning Limited, Australian Financial Services Licensee.
This website contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information.