ANZ unveils plan to improve the quality of financial planning.

ANZ is implementing a range of initiatives to improve the quality of financial planning and help rebuild trust in the financial advice industry.

This includes an advice review at no expense if you have received advice from an ANZ Financial Planner and are concerned or uncertain about your current financial position. 

Call 1800 626 855 to book your review.

Other initiatives announced by ANZ include:

  • Remove all sales incentives for bonuses and only assess performance on customer satisfaction, ANZ values, and risk and compliance standards
  • Quickly identifying and removing planners who provide inappropriate advice – two audit fails and their contract will be terminated
  • Only employing new planners with a relevant under graduate degree and industry certification, and requiring existing planners to be enrolled in further necessary training by January 2019
  • Committing to completing compensation for current inappropriate advice cases by the end of the year

Read the media release.

Book your advice review - call 1800 626 855.

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The ANZ Wealth Health Check tool offers general information for you to think about. It is not financial advice and you should not make any decisions about financial products based on this information. Because we haven’t had the chance to consider your individual situation, you need to consider whether the information provided by the tool is right for you after considering your objectives, financial situation and needs. Before choosing any financial products, we recommend you talk to a professional adviser and read the Product Disclosure Statements or Terms and Conditions.

ANZ Financial Planners are representatives of Australia and New Zealand Banking Group Limited ABN 11 005 357 522, the holder of an Australian Financial Services License.

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