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How We Choose

How we do it

We showcase the very best Financial Planners in Australia through a
meticulous selection process.

We want to take away the time and uncertainty of searching for an advisor you can trust. While there are many good advisors that are not on our list, you can be confident that if you are looking for the most experienced or most awarded, you’ll find them here.

We showcase the best Financial Planners and Advisors in Australia and makes it easy for you to find them. We have listed the Top 10 Financial Planners in each capital city. These advisors also need to be an award winner with an association, have at least 10 years experience, and have an excellent reputation with their clients.

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The Financial Advice Association Australia (FAAA) is Australia’s leading professional community of Financial Planners, formed from a merger of the FPA and the AFA. The FPA has over 11,000 members, of which 8,500 are practicing Financial Planners. The awards recognise superior outcomes for clients when professional Financial Planning expertise is provided in line with the FPA Code of Professional Practice and Code of Ethics.
There are several significant industry awards that recognise excellence among the financial services industry. We also consider these awards when selecting our listed advisors. These awards might include the IFA Excellence Awards, Women in Finance awards, Beddoes Most Trusted Advisers or other industry recognitions.
This is a financial planning specific certification available to Financial Planners worldwide. Financial Planners who hold this designation are held to ethical and ongoing personal development standards.
Australian Financial Review (AFR) Smart Investor has run the Master Class since 1998 to help its readers identify financial consultants who they could trust with their financial affairs. Participants who score highly on this test have exceptional technical knowledge of financial planning and can use this knowledge to make improvements to your situation. Financial Standard's Power50 list is made up of the 50 most influential financial advisers in the country according to the readers of Financial Standard and FS Advice - The Australian Journal of Financial Planning.
As we all know, experience matters! Only advisers that have over 10 years experience in the industry are considered. We consider industry experience due to the fact that not all advisors pursue awards, and time spent working in financial planning is an indicator of expanded knowledge and longevity of client relationships.
Word of mouth is ultimately the most reliable recommendation. We list advisors who have received excellent feedback and accolades from their clients. These real world responses are gathered from various review sites, and are the final icing on the cake for our selection criteria. ​

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