MLC Financial Planning 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 in Ellerfield Financial Planning have been individually accredited as meeting MLC 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, Ellerfield Financial Planning has extended its commitment to providing a consistent quality experience to clients.

 

 

 

The Quality Advice Programme provides internal accreditation processes for recognising MLC Financial Planning advisers and their financial planning businesses.

 

In order to receive Quality Practice accreditation, Ellerfield Financial Planning was required to meet a number of criteria seen as essential to sustaining a successful financial planning business.

 

Once all advisers were accredited as offering quality advice, a number of key business management, financial planning and client-servicing principles were assessed against the Quality Practice standards. The aim of these standards is to provide a benchmark for operating a successful financial planning business – clients’ best assurance of receiving quality in all their dealings with Ellerfield Financial Planning.