In our bid to become rebuild trust in financial advice and become the number one place in Australia when seeking out a financial adviser, we're excited to launch the next phase of the Adviser Ratings platform, the Licensee Portal. We acknowledge the important role licensees play in ensuring customers have access to good, quality advice.
Refer to our press release HERE - we already have several licensees on board 24 hours following our launch. The platform acts as a:
1. Risk and Compliance Tool
2. Customer Feedback / Review Management System
2. Benchmarking Tool
4. Jobs Board (coming soon)
5. Brand Engagement and Management Platform
As we continue to educate the consumer on advice, all 1,300 licensees in Australia will now have a public footprint. This public profile allows consumers to search for a particular adviser and understand who licenses them and understand what role the license plays in looking after their best interests - it also acts as a point of escalation for consumers when dealing with adviser concerns. As part of the premium solution, branding and the messaging on these pages can be managed by each licensee.
Refer Charter Financial Planning's basic profile page and the Company Lookup tab on the Adviser Ratings website
We're looking to forward to continuing to grow Adviser Ratings with both advisers and licensees. For a full list of the current features of the platform, see HERE.
Access to the portal comes with a free 30 day trial - REGISTER HERE