FASI fpCentral™ referral service
The Financial Services Advice Institute (FASI) has launched a national referral service - called FASI fpCentral™ - that connects aligned, FASEA-(Financial Advice Standards and Ethics Authority) accredited and FASI-approved financial planners/planning firms with service organisations to provide financial advice solutions to their members, clients and staff representatives.
It was launched following six months of process development and is accessible via a single login and consolidates the entire referral, reporting and operational process.
"Ultimately, it is all about providing efficient and professional financial advice services in the best interest of the member or client every time. It is the foundation for success,” FASI executive officer Greg Harper said.