Planning Pays Off! School Accreditation Criteria for Financial Advisers

  1. Please supply a brief Statement of Intent specifying what you can offer this school and its community and how they will benefit from entering into a relationship with you. NB This Statement should include a Privacy Act waiver entitling the School and/or its representatives to verify details and statements provided by you in support of your Accreditation application.

  2. Please provide details and proof of current membership of relevant adviser industry or professional organisations.

  3. Please provide a copy of your Disclosure Statement as compiled in accordance with the Investment Adviser (Disclosure) Act.

  4. Please provide the names and addresses of three referees, namely; (a) a representative of a product provider with whom you deal, (b) a professional person (eg lawyer, accountant, estate planner) with whom you have an association, and (c) a current client.
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