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Cbus talks up FPA referral program

Cbus talks up FPA referral program

Reporter
— 1 minute read

Cbus has encouraged its members to take up retail financial advice through the industry fund’s ongoing referral partnership with the Financial Planning Association (FPA).

In a statement, Cbus head of advice and retirement Greg Harper said the fund was “proud” of the referral program with the FPA and that it valued being able to provide members with access to advice.

“It’s important to us that our members can get advice they can trust, close to home, to help them make the right decisions for their personal circumstances no matter what stage of life they’re at,” he said.

“Our advice service is clearly valued by members with more than 96 per cent providing positive feedback. That satisfaction is reflective of the fact the service is designed for them with only their interests in mind. Cbus is proud of that.”

FPA chief executive Dante De Gori said the partnership was “delivering great value” for Cbus members.

“We’re extremely pleased that Cbus has entrusted CFP professionals in FPA professional practices to give financial advice to its members. These financial planners are totally aligned with the service criteria of the referral program,” he said.

“CFP professionals have been connected with thousands of Cbus members right across Australia in all states and territories, and have provided advice across the full spectrum of personal financial planning.”

 

Cbus talks up FPA referral program
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