Australian Financial Services Licensee
For more information on Australian Financial Services licensing, visit Australian Securities & Investments Commission: www.asic.gov.au.
Registered Superannuation Licensee
For more information on Registered Superannuation licensing, visit Australian Prudential Regulatory Authority: www.apra.gov.au.
Financial Industry Complaints Service Ltd (FICS): Member
For more information on the Financial Industry Complaints Services Ltd, visit: www.fics.asn.au.
Financial Planning Association: Principal Member
For more information on the Financial Planning Association, visit: www.fpa.asn.au.
Australian Institute of Company Directors: Member
For more information on the Australian Institute of Company Directors, visit: www.companydirectors.com.au.
CEFEX
CEFEX is a global initiative to promote fiduciary best practices in the Investment Management industry visit: http://www.cefex.org.
| 
Investment and Financial Services Association Limited: Member
For more information on the Investment and Financial Services Association, visit: www.ifsa.com.au.
Association of Superannuation Funds of Australia: Member
For more information on the Association of Superannuation Funds of Australia, visit: www.asfa.asn.au. 
Australian Institute of Superannuation Trustees: Member
For more information on the Australian Institute of Superannuation Trustees, visit: www.aist.asn.au. 
Australasian Compliance Institute: Member
For more information on the Australasian Compliance Institute, visit: www.compliance.org.au.
fi360
Plan B Wealth Management complies with fi360 standards to the highest possible level. fi360 is a globally recognised industry expert in the area of investment fiduciary responsibility, created to define practices for investment advisors, trustees, and committee members. Its Center for Fiduciary Studies was the first research and training entity created to focus solely on the subject of investment fiduciary responsibility, and provide training programmes for industry professionals. For more information about fi360 visit: www.fi360.co.nz
|
