Certifications & Associations

Great Financial Planning is proud to be accredited with the following certifications:

The Banking and Finance Oath (BFO) registration number 0002895 – we believe that by taking this oath, Great Financial Planning joins in the effort to re-assert the ethical foundation of the industry beyond regulation and compliance, by broadening expectations and discussion to include ethics, integrity, honesty and trust.

The oath:

“Trust is the foundation of my profession.

I will serve all interests in good faith.
I will compete with honour.
I will pursue my ends with ethical restraint.
I will help create a sustainable future.
I will help create a more just society.
I will speak out against wrongdoing and support others who do the same.
I will accept responsibility for my actions.

In these and all other matters;
My word is my bond.”

Association of Financial Advisers (AFA) – Our Financial Planners at Great Financial Planning are all members of this organisation and are driven by a shared belief in the value of providing responsible, expert advice to our clients.

Financial Planning Association (FPA) – Our Financial Planners are all members of the Financial Planning Association (FPA), the peak professional organisation representing qualified financial advisers in Australia. FPA members adhere to set standards in relation to ethics, conduct, and continuing professional development.