Compliance Audit – 5 Stars

Recently we underwent the annual Compliance Audit conducted by the IOOF compliance team.

This is a compulsory requirement to ensure we continue to meet the highest of advice standards.

We are proud to advise we achieved the highest ranking – being 5 stars.

This is testament to the diligence and efforts of all staff who understand the need to ensure client matters are handled to the highest of standards.


Certificate of Achievement – 2017 Compliance Audit