Slides Framework

Ratings

Our multiple rating services drive improved transparency, compliance and efficiency. Consumers rate advisers, advisers rate service providers, and Adviser Ratings rates advisers and advice licensees. The combination of crowd-sourced opinions by consumers and advisers, supplemented by industrial quality rating systems by Adviser Ratings on advisers and licensees, will ultimately make financial advice more accountable, accessible and affordable for all and foster valuable outcomes for all participants.

  • Adviser Ratings

    • Advisers are rated by their customers by completing a customer satisfaction survey.
    • The results of each review are displayed while also aggregated to produce an average score.
    • Customers are able to leave a comment with the adviser having a right of reply.
    • Adviser Ratings also assigns a score to all advisers based on a number of factors.
    • These scores translate into quality badges that complement the customer satisfaction score
    • Adviser assessments should be made after consideration of both outcomes.
  • Adviser and Smart tools Adviser Ratings

  • “The Adviser Ratings licensee ratings process is circular from my perspective. To overcome the old saying ‘you don't know what you don't know’, the ratings will provide both potential and existing clients and their advisers with key information but they will also provide the licensee with a roadmap to improve their client centric adviser offering. Many licensees are not conscious of the competitive landscape and what they have to do to be competitive in their own right. They think they know, but do they? The adviser ratings licensee ratings team including from a practical perspective people like Peter Kell and Tom Reddacliff as well as support on academic basis by Professor Jeremy Parwada will provide a platform for licensees to continually evolve and refine through awareness of what’s important. To quote Deming, it’s a vehicle for ‘continuous improvement’.”

    Grahame Evans

    Managing Director
    GPS Wealth

  • “Adviser Ratings is an innovator in our industry, providing unique market solutions driven by leading technology. Their solutions are multi-faceted and provide considerable benefit to end consumers, as well as the advisers that service them, and ultimately to the licensees that provide the overarching systems and support. As the trend continues for us all look for new ways to research and validate our choices online, we see Adviser Ratings and in particular, their upcoming licensee ratings initiative, as a game-changer for our industry. As one of Australia’s leading financial services licensees with a proud 25-year history, Infocus highly values our industry partnerships and Angus Woods, Mark Hoven and the team from Adviser Ratings is a valued partner of ours.”

    Darren Steinhardt

    Managing Director
    Infocus Group

  • “Adviser Ratings are leading a pioneering effort to deliver better outcomes for Australian consumers. At Centrepoint we passionately believe in the need for advice, and in delivering quality advice to clients. We also believe that transparent ratings can only help to raise standards and ensure that more Australians have access to great advice.”

    Angus Benbow

    Chief Executive Officer
    Centrepoint Alliance

  • “We look forward to being a part of setting the standard for the licensee review process, it will be a valuable addition to our industry.”

    David French

    Managing Director
    The Investment Collective

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