Yield Financial Planning achieves FPA Professional Practice status

28 February 2017

Yield Financial Planning has been accredited an FPA Professional Practice by the Financial Planning Association, in recognition of our high professional and ethical standards.

The Financial Planning Association (FPA) is Australia’s leading professional body for financial planners. The FPA Professional Practice program is designed to recognise financial planning practices that go above and beyond, to deliver best practice financial advice in the local community.

To qualify for FPA Professional Practice status, Yield underwent a rigorous screening process and will also undergo regular audits and surveys as part of the FPA Quality Practice Assurance Program to ensure we continue to meet the high standards set by the FPA. 

 
 

 Read the results of our independent client survey about what our clients say are the benefits and value of partnering with Yield Financial Planning

 

James McFall, CFP® of Yield Financial Planning, said:

 “We are very excited by the opportunity to become an FPA Professional Practice. We are always striving to deliver the highest quality of advice and find new and better ways to deliver an outstanding client experience. Becoming an FPA Professional Practice provides both existing and potential clients the confidence that they are dealing with a financial planning business of the highest quality.”

FPA CEO Dante De Gori said:

“The FPA Professional Practice program recognises quality financial planning practices that are providing the highest quality financial advice in their community.”

Yield is a practice that is driven to deliver quality advice our clients can depend on and our acceptance as an FPA Professional Practice is recognition of our service and advice standard.