Accreditiations

If you are looking for a truly reputable adviser, look no further.

Wealthfarm Financial Planners

• Chief Executive Office and Senior Financial Planner Nicholas Sinclair was a top six finalist in 2010 for Adviser of the Year

Wealthfarm constantly strives to be the best we can for our clients. With a history of delivering advice to over 2000 clients for more than 25 years, the Wealthfarm Group knows that for clients to achieve what's important to them, they need an adviser that's there for them today and tomorrow.

With this in mind, our focus is on providing a holistic, quality financial advice experience for our clients and having the right systems and processes in place to support this is imperative. We are built for the long term and will be there for our clients throughout the life of our relationship.

Quality Practice

Wealthfarm Financial Planning has been formally recognised as meeting “Quality Practice” standards through Garvan's Quality Advice Programme. Garvan recognises that best practice in financial planning - our ultimate goal - is only achievable by combining consistent quality advice with sound business principles and practices. 

All advisers at Wealthfarm Financial Planning have been individually accredited as meeting Garvan's Financial Planning’s standards for written advice. Now, by becoming accredited as meeting a further set of defined standards designed to measure the effectiveness of their business processes, Wealthfarm Financial Planning has extended its commitment to providing a consistent quality experience to clients.

Wealthfarm Property Services

We are proud to be an REIQ Accredited Business. 

The REIQ introduced an initiative designed to raise the bar for the real estate industry across Queensland by ensuring professional standards are upheld, widely recognised and publicly acknowledged.

Professionalism and best practice are values long advocated by the REIQ. Setting industry benchmarks and providing consumers with choice is the focus for the new REIQ Accredited Agency program. 

Consumers will now be able to choose the agency they deal with based on the knowledge that REIQ Accredited Agencies have undergone extensive and ongoing training and professional development.

The heart of REIQ Accreditation is the REIQ Standards of Business Practice and Continued Professional Development (CPD) training.

CPD training provides the industry with the education and support needed to uphold these standards.

REIQ Accredited Agencies will attend CPD training annually, gaining valuable insight into new and relevant issues within the industry. Training is also available to non-principal staff working within an REIQ Accredited Agency.

The aim of CPD training is to provide REIQ Accredited Agencies with meaningful tuition that will improve business practices and help de-mystify some of the legislation requirements of the real industry sector.

This is what distinguishes Wealthfarm Property Services from non-REIQ Accredited agencies.