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Christina puts things into words I can understand.  She's the light at the end of the rainbow as she explains things in my terminology.  I can leave it up to her and she will always do the best for me, so retirement will be an easier transition - takes the load off my shoulders.


Bev Abrahall - Customer Service Offer

Frequently Asked Questions


Why does dealing with a CFP a benefit you?

A CERTIFIED FINANCIAL PLANNER™ holds the highest professional designation in financial planning, which is recognized world wide. In Australia, only the Financial Planning Association is licensed to award CFP certification. Unlike an education qualification, the CFP certification is based on independently established standards designed to benefit the public.

To be certified, financial planners must meet requirements in the four “Es”: education, examination, experience and ethics. Once authorised, they must meet the FPA’s renewal standards annually in order to continue to use the CFP mark.

See also Getting the Best Advice
This consumer brochure explains why CFP® Certification is the global symbol of excellence in financial planning. The CFP marks identify practitioners who are dedicated to a high level of professionalism in the delivery of personal financial advice to clients


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