Professional associations

The following are memberships or designations held by the firm or individuals of the firm:

  • Financial Planning Association of Australia (FPA)
  • Certified Financial PlannerTM (CFP®) designation issued by the FPA
  • SMSF Specialist AdviserTM (SSA®) designation issued by the SMSF Professionals Association of Australia (SPAA)
  • Certified Investment Management AnalystTM (CIMA®) designation issued by the Investment Management Consultants Association of Australia
  • Australian Technical Analysts Association
  • Financial Services Institute of Australasia