At Mancell Financial Group we like to think we’re operating on a world’s best practice basis with our standards, particularly when it comes to our standards when helping investors.
Yet we weren’t content to be just taken at our word. So over the past year MFG has been working hard to be accredited as a fiduciary financial advisor.
After an exhausting process we’re pleased to announce that MFG have been officially certified by the Centre for Fiduciary Excellence (CEFEX) as adhering to all their practices and criteria in the conduct of a fiduciary investment advisory business. MFG joins an elite group of global investment advisers to successfully complete the independent certification process.
General Manager of CEFEX, Carlos Panksep noted MFG’s standards were of the highest quality.
“Through CEFEX’s independent assessment, the certification provides assurance to investors, both institutional and individual, that Mancell has demonstrated adherence to the industry’s best fiduciary practices.” Mr Panksep said.
Importantly, Mr Panksep acknowledged that “this indicates the firm’s interests are aligned with those of investors.”
So who are CEFEX and why does this matter?
CEFEX is an independent global assessment and certification organization. It works closely with investment fiduciaries and industry experts to provide comprehensive assessment programs to improve risk management for institutional and retail investors. CEFEX certification helps determine the trustworthiness of investment fiduciaries.
We’re extremely proud of this achievement as we’re the only CEFEX certified firm in Tasmania and only the second in Australia.
If you’d like to know more, a full copy of the standard can be downloaded from CEFEX at www.cefex.org
This represents general information only. Before making any financial or investment decisions, we recommend you consult a financial planner to take into account your personal investment objectives, financial situation and individual needs. Looking for Australia’s best financial advisor? We believe we’re high up, click to see the reasons why.
