Benefits of Working With a CFP

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Financial planning is the process of developing strategies to help you manage your financial situation to meet your life goals. Everyone can benefit from using the financial planning process to understand his or her current financial situation or plan for the future.

What is a CFP Professional?

The CFP Marks identify practitioners who are dedicated to a high level of professionalism in the delivery of personal financial advice to clients. They have achieved the highest certification available to financial planners worldwide. CFP professional stands for CERTIFIED FINANCIAL PLANNER™ professional.

Currently in Australia, anyone can call himself or herself a financial adviser but only those who fulfil initial and ongoing certification requirements can use the CFP certification mark.

You can consult a CFP professional knowing that they are competent, ethical and are experienced financial planners, who follow a well-defined process that puts their client's interests and needs first when providing financial planning advice.

Source: Financial Planning Association of Australia –

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Note: the terms financial planner and financial adviser are currently in progress of being enshrined in legislation as part of the Future of Financial Advice reforms

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