Certainty Advice creates ethical advice certification
Certainty Advice Group has launched what it claims is the first certification mark for ethical financial advice in Australia.
The mark certifies advisers who adhere to common approaches of how value is determined for clients, how clients are engaged and re-engaged every year, and how advice is priced without conflict.
Certainty Advice Group managing director, Jim Stackpool, said: “Since 2005, we have always had a simple objective. Consistent and methodical delivery of comprehensive and ethical advice without any real or perceived conflict or incentives”.
“So by creating this new certification mark – called Certainty Advice – we are certifying our approach to not only make it accessible to more advisers, but more Australians,” he said.
Stackpool said he believed that while the new certification would take some time to take hold in the financial advice world, it would deliver comprehensive and ethical value for more Australians every year.
“It’s not for every adviser, but I do believe this form of financial advice will be more accepted by most Australians by 2030.”
Recommended for you
With regional and rural suburbs exhibiting high spare capacity to invest, Money Management speaks to three regional advisers on the opportunities beyond the major cities and the importance of a strong network.
Platform consolidation is expected to accelerate among financial advisers this year, as software company Finura pinpoints which two platforms are set to be the winners, thanks to this trend.
The software provider has made several appointments in its APAC wealth propositions team, with a focus on driving growth across digital advice, Xplan and strategic partnerships.
The platform has announced it plans to close its Xplore managed discretionary account service in 2026 which holds $2 billion in funds under administration.
