WLM is one of the first financial services businesses in Australia to achieve the FPA Professional Practices status.
With the FPA being the peak industry body for financial planners in Australia, it's a nice bit of kudos for us at WLM and we'd like to share it with you, so you know who it is you're working with.
To be a Professional Practice you must be recognised as a firm that adhere's to the highest standards and put's your clients' interests first.
To be a FPA Professional Practices we had to meet the following requirements:
- 75% of our practitioners are FPA members; either Associate Financial Planners (AFP) or CFP® professionals.
- 50% of our practitioners are already CFP® professionals or will be within three years of initial commitment
- Commitment to upholding the FPA's Code of Professional Practice
For reference the CFP® is the internationally recognised global symbol for excellence in financial planning. CFP certificants are passionate about increasing the community standing and professionalism of financial planners, and about providing the best quality financial planning advice to clients. As a result the CFP Mark generates confidence from consumers and employers alike.
The goal of the FPA with the FPA Professional Practice branding is that it will clearly identify WLM as a high quality, professional financial planning practice. This will be further promoted with the national consumer advertising and public relations campaign currently being planned for the middle of September.
If you'd like to find out more, please feel welcome to contact us.