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Adviser Proficiency

Introduction

Thanks for your interest in the proficiency of new entrants to the financial advice industry.  It'll take only 6 minutes and will fine-tune the results of a large project designed to achieve consensus across the industry on what knowledge, skills, attitudes and behaviours are required by competent and professional advisers at all levels of experience.  If you'd like, we'll send you an executive summary of the findings soon after the survey closes.

This page asks about you, the next page about the proficiency expected of a trainee, young or experienced adviser, and the third asks whether there's anything else you wish to add.

Your responses will remain anonymous and no information that could identify you personally will ever be given to anyone else.  If you have any questions on the design or conduct of this study please drop me a note.

Dr Adam Tucker
Director, Beddoes Institute
Melbourne office: Level 1, 297 Canterbury Road, Canterbury VIC 3126
adam.tucker@beddoesinstitute.com.au

Now.... to help us understand patterns of responses within demographic groups, please tell us a little more about yourself.
Are you...? *This question is required.
Which age group are you in? *This question is required.
How long have you been working in or associated with the financial advice sector? *This question is required.
What is the highest level of education you have attained or are currently completing?  *This question is required.
In which state or territory are you located? *This question is required.
1. Are you....?
(Please tick ALL that apply)
 
(if your practice has multiple offices approximate the total of all staff in all offices) This question requires a valid number format.




(Don't forget to click the green button below to submit your response)
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