|
CEFEX is an independent global assessment and certification organisation. It works closely with investment fiduciaries to provide comprehensive assessment programs to verify an entity's adherence to a defined standard of fiduciary process. CEFEX certification helps validate trustworthiness. |
|
In a time of financial industry anxiety, trust in advice and asset management is more important than ever. Investor trust is critical to a firm which provides fiduciary functions. Trustees, charities, foundations and personal trusts are looking for proof of their investment provider's integrity and ability to undertake the responsibilities being delegated. Conversely, investment firms and advisers, are looking for a way to show investors that their trust is warranted.
As a certifying organisation, CEFEX provides an independent recognition of a firm’s conformity to a defined Standard of Practice. It implies that a firm can demonstrate adherence to the industry's best practices, and is positioned to earn the public's trust. This annually renewable registration serves trustees and investors who require assurance that their investments are being managed according to commonly accepted best practices.
Fiduciary certification programs are based on Prudent Practice handbooks published by fi360.
Find out more about CEFEX by visiting their website: www.cefex.org
Current CEFEX certified firms in Australia and New Zealand:
Australia:
Alman Partners Pty Ltd., Old Customs House, Cnr of Sydney & River Streets, Mackay, QLD 4740 (Tel: +61 7 4957 2572) Web: www.alman.com.au
APW Partners (Sydney), Level 5, 20 Loftus Street, Sydney, NSW 2000 (Tel: +61 2 9146 8900) Web: www.apwpartners.com.au
Capital Partners Consulting Pty Ltd., Ground Level, 22 Delhi Street, Perth, WA (Tel: +61 8 6163 6100) Web: www.capital-partners.com.au
Fowler's Group Pty Ltd., 111 Lake Street, Cairns, QLD 4870 (Tel: +61 7 4232 4700) Web: www.fowlersgroup.com.au
Mancell Financial Group, First Floor, 10 Wilson Street, Burnie, TAS 7320 (Tel: +61 3 6440 3555) Web: www.mfg.com.au
New Zealand:
Bloomsbury Associates Ltd., Level 6, 108 The Terrace, Wellington 6011 (Tel: +64 4 499 6979) Web: www.bloomsbury.co.nz
Cambridge Partners, 48 Hereford St., Christchurch 8011 (Tel: +64 3 364 9119) Web: www.cambridgepartners.co.nz
Collaborative Consulting, PO Box 106321, Auckland 1143 (Tel: +64 9 444 1963) Web: www.cclonline.co.nz
Consilium NZ Ltd., 147 Fitzgerald Avenue, Christchurch 8140 (Tel: +64 3 353 1007) Web: www.consiliumnz.co.nz
Oldershaw & Co Ltd., Matewa House, Narewa Village, Napier 4143 (Tel: +64 6 843 3058) Web: www.oldershaw.co.nz
Polson Higgs Wealth Management Ltd., 139 Moray Place, Dunedin 9016 (Tel: +64 3 477 9923) Web: www.ph.co.nz
Rutherford Rede Ltd., 52 College Hill, Ponsonby, Auckland 1011 (Tel: +64 9 361 3670) Web: www.rutherfordrede.co.nz
Stewart Financial Group Ltd., 204 Karamu Road North, Hastings 4122 (Tel: +64 6 878 8961) Web: www.stewartgroup.co.nz
As a certifying organisation, CEFEX provides an independent recognition of a firm’s conformity to a defined Standard of Practice. It implies that a firm can demonstrate adherence to the industry's best practices, and is positioned to earn the public's trust. This annually renewable registration serves trustees and investors who require assurance that their investments are being managed according to commonly accepted best practices.
Fiduciary certification programs are based on Prudent Practice handbooks published by fi360.
Find out more about CEFEX by visiting their website: www.cefex.org
Current CEFEX certified firms in Australia and New Zealand:
Australia:
Alman Partners Pty Ltd., Old Customs House, Cnr of Sydney & River Streets, Mackay, QLD 4740 (Tel: +61 7 4957 2572) Web: www.alman.com.au
APW Partners (Sydney), Level 5, 20 Loftus Street, Sydney, NSW 2000 (Tel: +61 2 9146 8900) Web: www.apwpartners.com.au
Capital Partners Consulting Pty Ltd., Ground Level, 22 Delhi Street, Perth, WA (Tel: +61 8 6163 6100) Web: www.capital-partners.com.au
Fowler's Group Pty Ltd., 111 Lake Street, Cairns, QLD 4870 (Tel: +61 7 4232 4700) Web: www.fowlersgroup.com.au
Mancell Financial Group, First Floor, 10 Wilson Street, Burnie, TAS 7320 (Tel: +61 3 6440 3555) Web: www.mfg.com.au
New Zealand:
Bloomsbury Associates Ltd., Level 6, 108 The Terrace, Wellington 6011 (Tel: +64 4 499 6979) Web: www.bloomsbury.co.nz
Cambridge Partners, 48 Hereford St., Christchurch 8011 (Tel: +64 3 364 9119) Web: www.cambridgepartners.co.nz
Collaborative Consulting, PO Box 106321, Auckland 1143 (Tel: +64 9 444 1963) Web: www.cclonline.co.nz
Consilium NZ Ltd., 147 Fitzgerald Avenue, Christchurch 8140 (Tel: +64 3 353 1007) Web: www.consiliumnz.co.nz
Oldershaw & Co Ltd., Matewa House, Narewa Village, Napier 4143 (Tel: +64 6 843 3058) Web: www.oldershaw.co.nz
Polson Higgs Wealth Management Ltd., 139 Moray Place, Dunedin 9016 (Tel: +64 3 477 9923) Web: www.ph.co.nz
Rutherford Rede Ltd., 52 College Hill, Ponsonby, Auckland 1011 (Tel: +64 9 361 3670) Web: www.rutherfordrede.co.nz
Stewart Financial Group Ltd., 204 Karamu Road North, Hastings 4122 (Tel: +64 6 878 8961) Web: www.stewartgroup.co.nz
