Mancell Financial Group is pleased to announce its CEFEX certification from the Center for Fiduciary Excellence (CEFEX), has been renewed after successfully completing an annual renewal assessment maintaining its position as one of six fiduciary financial advisors in Australia.
Mancell Financial Group is financial planning firm that specializes in providing financial and investment advice as a fiduciary to individuals, families, and business throughout Tasmania and Australia. Mancell Financial Group, which has been in business since 1980, is proud to be one of a select group in Australia who have achieved this fiduciary certification.
CEFEX is an independent global assessment and certification organization that helps determine the trustworthiness of investment fiduciaries. A CEFEX certification recognizes Mancell Financial Group’s professionalism and reassures clients that their investments are being managed according to accepted best practice.
“In the current climate, being able to say we’re a fiduciary is particularly important, we’re able to point to a history of only acting in our client’s best interest and always putting their needs first.” said Peter Mancell, Managing Director of Mancell Financial Group.
“We are very pleased to once again achieved this independent certification that reinforces our commitment to being client first. We’re a fiduciary and very few advisers in Australia can boast that.”
The CEFEX Investment Adviser Certification demonstrates conformity to all fiduciary practices relating to strategic financial planning and investment portfolio management for individuals, trusts and charitable entities.
“The certification process involved a rigorous examination of our procedures, portfolio management and investment due diligence,” said Mr Mancell.
“It’s an extremely thorough external audit and we are proud we can point to having a fiduciary seal that reflects our values from a respected organisation like CEFEX.”
Mancell Financial Group’s certification can be viewed at www.cefex.org. A full copy of the standards utilized by CEFEX can be downloaded at www.cefex.org and a summary can be viewed by clicking on Mancell Financial Group’s online CEFEX certificate.
