Will You Apply For The Trusted Adviser Mark?


Do you plan to apply for the Trusted Adviser mark from Financial Advice NZ?

  • Yes (60%)
  • Not sure (21%)
  • No (19%)

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Financial Advice NZ’s Trusted Adviser mark opened for applications last month, the accreditation is available to members who meet its criteria.

Katrina Shanks, CEO of the industry body, says the Trusted Adviser mark provides advisers with a symbol that their commitment to professionalism has been recognised by a professional organisation.

“What’s more, the mark is a step in the pathway between our membership, and the financial advice pinnacle marks of CLUCM and CFPCM,” she says.

“It is a pathway that advisers can take to further evidence their commitment to professionalism and to good consumer outcomes.”