News

Issue No. 40 - April/ /

Wealth by Design first practice accredited

Adelaide-based financial planning business, Wealth By Design has become the first Australian financial practice to achieve the Financial Planning 9000 certification, developed by SAI Global in conjunction with MLC Limited.

Financial Planning 9000 was launched in September 2007 and uses the global ISO9001 system standard. It is designed to assess key financial planning practice issues, including business and practice management, risk management, client file management, and planner qualif...

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