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The Rating System

The rating system incorporates information on individual planners from:

We ask feedback from customers on both the quality and satisfaction with the advice they receive through a series of specially devised questions.

Consumers can rely on certain industry or professional bodies that its member advisers have appropriate professional qualifications, development & compliance in place. If your adviser is not a member of an industry body, Adviser Ratings requires them to go through a more thorough questionnaire to come up with their rating. We recommend all advisers be a member of an industry or professional body.

Each financial adviser is required to hold an Australian Financial Services License or be an Authorised Representative of one. The regulator, the Australian Securities and Investment Commission, has the power to enforce certain undertakings on these licensees as well as the power to ban and disqualify financial planners. We take this into consideration in our rating system.

We apply percentages to each component to come up with an overall adviser rating percentage.

We apply percentages to each component to come up with an overall adviser rating percentage.

We then award the advisers the following status:

Platinum Adviser

100% -90%

Gold Adviser

80% -89%

Silver Adviser

70% -79%

Bronze Adviser

60% -69%

We will also help you compare advisers based on:

  • Qualifications
  • Memberships
  • Experience
  • Customer Satisfaction