Only a few financial advisory firms in Australia reach the global fiduciary standard. Fowler’s Group is one of them.

What is a fiduciary financial advisor?

A fiduciary financial advisor is someone responsible for managing people’s assets. They, therefore, occupy a position of trust, confidence and reliance.

Fiduciaries are held to the highest standard of conduct. These standards are considered to be the oldest, strongest, and most revered standard in law. These obligations mean these advisors always place their client’s interests above their own gain and avoid conflicts of interest.

Fiduciary financial advisors are certified by CEFEX, the Centre for Fiduciary Excellence.

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CEFEX-certified

What is CEFEX and how does it benefit you?

CEFEX is an independent global assessment and certification organisation. It works with investment fiduciaries and industry experts, providing comprehensive assessment programs to improve risk management for institutional and retail investors.

CEFEX certifications determine the trustworthiness of investment fiduciaries. It is the certification to look for when searching for a fiduciary financial advisor. The certification process is ongoing. Providers must submit annual audits to ensure they continually meet all set criteria and investment processes are scrutinised to maintain a status as a fiduciary financial advisor.

When obtaining financial advice, a fiduciary financial advisor gives you peace of mind, knowing you’ll be receiving recommendations that put your interests first.

 

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The highest industry standards

Fowler’s Group is your CEFEX-accredited fiduciary financial advisor

We maintain high standards. So should you.

Fowler’s Group operate using the world’s best practices and standards to help you achieve real results.

After a rigorous and intense process, Fowler’s Group was officially certified by CEFEX in 2016, adhering to all practices and criteria in the conduct of a fiduciary investment advisory business. This makes our organisation part of an elite group of global investment advisers who always put your best interests first.

Fowler’s Group is your CEFEX-accredited fiduciary financial advisor icon
Trustworthy and transparent

We are committed to your best interests

As an accredited Centre for Fiduciary Excellence (CEFEX) certified advice firm, we are extremely proud of this ongoing achievement. We are one of only a small handful of accredited financial advisory firms in Australia. As part of this ongoing process, we submit to annual audits to ensure we’re continuously meeting all these criteria.

Experience the difference of working with a qualified fiduciary financial planner. We have been helping clients across Australia for more than 50 years. Get in touch today for a complimentary discussion about your financial future.

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An international network of investment advisory firms

A founding member of GAIA

Fowler’s Group is a founding member of the Global Association of Independent Advisors (GAIA), an international network of investment advisory firms, whose overriding commitment to fiduciary excellence, ensures they always put their clients’ interests first.

Member firms are located in the United States, Canada, UK, Europe, Australia and New Zealand.

GAIA firms share best practices and learn from each other, so that we can better serve our clients in a fiduciary capacity, and all firms are committed to providing clients with objective advice and personal solutions.

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Our Difference

Why Fowler’s is
your first choice

Get in Touch

Customer Service

We share a commitment to exceptional customer service and offer our own proven financial advice to people of all ages and from all walks of life.

Over 50 Years Experience

Experience the difference of working with a qualified fiduciary financial planner. We have been helping clients across Australia for more than 50 years.

Industry Expertise

Today, Fowler’s Group is one of Australia’s most respected financial advisory firms, giving you the best advice to achieve exceptional results.

Highest Standards

Fowler’s Group is one of only a handful of CEFEX-certified financial advisory firms in Australia, and one of less than 100 worldwide.

Why Fowler’s is the first choice
Customer Service Icon

Customer Service

Over 50 Years Experience

Industry experts Icon

Industry Expertise

Highest Standards Icon

Highest Standards