The team at Unified Financial Services would like to congratulate Michelle Tate-Lovery and Lisa Haley who have been appointed a place in the register of Australia’s Most Trusted Adviser Network.
Michelle and Lisa have passed a stringent set of tests and benchmarking to emerge as the top 4% of advisers in the country.
It is an extraordinary achievement to have 2 advisers from our boutique firm in Carlton VIC make up the top 4% of advisers in the country, a total of 33 advisers in Australia have made the register.
Advisers who are invited to join the network (chosen from an initial group of more than 150 advisers) were chosen solely on the ratings provided by their clients which were gathered as part of an Independent Client Experience Survey and industry benchmarking exercises conducted by Beddoes Institute.
Advisers that achieve an Net Promoter Score (NPS) of 50 represent the top echelon of advisers in Australia – “Most Trusted Advisers”.
Michelle and Lisa have dedicated their lives to financial planning, their clients and striving for best practice.
By setting these benchmarks, they are part of an elite group demanding the industry catches up, so that all Australians have access to trusted and great quality financial planning advice.
See more at: http://mosttrustedadvisers.com/
The register is made available to consumers in an effort to build trust in financial advice and to promote best of breed advisers.
We encourage you to spread the word about the network to your family, friends and colleagues.
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