Finzo gets global tick

Newly rebranded adviser group Finzo has been officially certified by CEFEX, the Centre for Fiduciary Excellence for the provision of fiduciary Investment Support Services.

The CEFEX certification is an independent recognition of Finzo’s commitment to the prudent practices required to provide support to fiduciaries. It is a hallmark accomplishment for Finzo as it signifies conformity to a recognised global standard of fiduciary excellence.

Finzo is among the first organisations globally to successfully complete this type of independent certification process.

“They have earned the right to use the CEFEX Mark which indicates the firm’s established practices are aligned with investors’ interests and worthy of trust and confidence,” CEFEX Managing Director Carlos Panksep says.