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.
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.
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.
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.
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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Over 50 Years Experience
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Highest Standards
