FYG Planners are pleased to announce Mancell Financial Group have become the first advisory business under our AFSL to become certified for fiduciary excellence by CEFEX.
Mancell Financial Group joins the elite group of Investment Advisors globally to successfully complete the independent certification process.
The standard describes how an Investment Advisor assumes the responsibility for managing a client’s overall investment management process, which includes the selection, monitoring and de-selection of investment managers, as well as developing processes to implement investment strategies and fiduciary practices on an ongoing basis.
General Manager of CEFEX, Carlos Panksep noted MFG’s standards were of the highest quality.
“Through CEFEX’s independent assessment, the certification provides assurance to investors, both institutional and individual, that Mancell has demonstrated adherence to the industry’s best fiduciary practices.” Mr Panksep said.
Mancell Financial Group have been certified for strategic financial planning and investment portfolio management for individuals, trusts and charitable entities. Fowler’s Group is registered at www.cefex.org, where its certificate can also be viewed.
Mancell Financial Group is leading the way when it comes to fiduciary responsibility, it becomes the first CEFEX certified firm in Tasmania and the second to be certified in Australia.