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Adviser FAQs


For advisers

Please find a list of our most common asked questions. If you have any questions about the operations of this website, any content issues or adviser concerns, then please contact us on the "Ask A Question" link 


How do I join the site?

You can either join the site by:

1) Finding an existing but unclaimed profile - Go to "Join the Adviser Link" on the Home Page. We will email you to verify the profile is you with the email we have on our database. If we do not have your correct email address on file, you will not be able to claim your profile. In this instance, please contact us at so we can verify with you.

2) Manually joining the site through the Adviser Access header of the site. Please ensure you check that your details are not already on the site before manually joining.

Can I dispute a Customer Rating?

If you believe a customer review or rating to be false, you can lodge a dispute at We will review your request and investigate accordingly.

All reviews require the reviewer to supply a legitimate email address. 

We will only remove false reviews - a difference of opinion is NOT considered a false review. All advisers have the right of reply to every review that's been posted.


My Qualifications/Memberships need to be updated, How can I do this?

With regard to your qualifications - we have imported details from the ASIC Financial Advisers Register (FAR) in an attempt to standardise adviser qualifications and listings.

Only the education, qualification and membership details that appear at the register will be displayed on the public profile of the adviser.

You can cross check these details by searching for yourself at the ASIC register here:

Any updates to qualifications or membership should first be made with ASIC (your licensee can usually do this on your behalf), then the new information will flow through to your Adviser Ratings profile after our next regular update.

Alternatively, as soon or ASIC is displaying any new information, you can contact Adviser Ratings and we can manually update your profile immediately.

Please note:

ASIC requires that reasonable endeavours are underrated to keep the information on the FAR correct and up to date.

Licensee's are obligated to use best endeavours to ensure the correct details have been supplied to them by their authorised representative.

Authorised representatives are obligated to inform the licensee of any changes that need to me made on the FAR.
If reasonable endeavours are not conducted on both sides to keep the FAR correct and updated, a range of options are at ASIC's disposal (from enforcement actions to fines to criminal and civil sanctions).

When I update my profile, will it update my Adviser Rating?

Please make any changes through your account profile section after you login - these changes will automatically update your Adviser Rating. All changes that affect your Adviser Rating are checked and may be verified through independent sources. Any other changes to your profile can be updated whenever you wish.

How can I improve my Adviser Rating?

Any adviser on the platform has passed the minimum requirements to be on the platform. As you improve your qualifications, have a more thorough compliance regimen, increased experience as an adviser or have more customers rate you positively, your Rating is likely to improve.

20% of your Adviser Rating is reserved for client review input, so getting reviews can increase your Adviser rating by up to 20%. Ask your clients to take 2 minutes of their time to rate you - we have a provided template you can send to your customers to help eliminate the workload on your end.

I don’t receive any contacts from this site because I am rated more lowly than other advisers. What benefit is there for me?

Your current client base should be safe in the knowledge that you pass the criteria to be listed on the website. We do not list advisers that have been previously bankrupt, do not have minimum qualifications, have a prior criminal conviction in relation to financial misdealings or have previously been banned or disqualified from advising.

In addition, we will continue to add features and services to the platform over the coming months to help both advisers and customers navigate the changing financial advice landscape.

Won't other advisers be able to falsify their Adviser Rating?

We have processes in place that allow us to cross check answers provided by the Advisers.

We also rely on the community of consumers and advisers to ensure the veracity of adviser's claims.

Any Adviser found to be deliberately misrepresenting themselves on the platform will be immediately removed from the website and may be referrred to the ACCC for misleading claims.



Won't other advisers be able to falsify customer reviews?

Adviser Ratings has processes in place, both automated and manual to verify each customer review. We have a dedicated technology and moderation team that check all the reviews posted to the Adviser Ratings website.

In the instance we find an Adviser or Customer has falsified a review, be it negative or positive, the offending Adviser will be removed from the website.

We also refer to ACCC's statement on misleading reviews. You should not:

  • encourage family and friends to write reviews about your business without disclosing their personal connection with your business in that review
  • write reviews when you have not experienced the good or service reviewed or which do not reflect a genuinely held opinion
  • solicit others to write reviews about your business or a competitor’s business if they have not experienced the good or service

Adviser Ratings may refer Advisers that have deliberately provided falsified reviews to ACCC for further investigation.

What is your relationship to iPraxis Pty Ltd, your AFSL holder?

We are a corporate authorised representative of iPraxis Pty Ltd. As we are providing certain widgets on our site, which may constitute general advice under AFSL guidelines, we have partnered with iPraxis for this compliance component of the business. iPraxis do not own any shares or are in any way invested in Adviser Ratings.

How were adviser details sourced for the website?

Details were sourced from publicly available information and the ASIC register under its creative commons license for unlimited third party uses

How is the Adviser Rating score calculated?

How is the Adviser Rating score calculated? We created the adviser rating score to help consumers navigate the minefield of advisers and variability around the quality of advice dispensed. This should be considered in conjunction with customer reviews. Advisers answer particular questions around their memberships they hold, qualifications they hold, experience in the industry and compliance checks in place. We then apply a weighting to each of these segments to come up with an overall rating (see the Rating System for more information).

Why do you require the detail you ask in your surveys?

In order to improve our service, we are surveying advisers on particular areas around our service and the industry. All answers are optional and will be anonymous. We will only use this information in a depersonalised, aggregated format.

Our aim is for licensees, ourselves and other providers to help deliver better services to advisers, which in turn will help you deliver better services to your customers. The more information you provide, the more likely licensees and ourselves can try and improve on the service offering.

What do you do with client details who do a review?

Your client's details (email address, name) are kept confidential. We do not disclose any customer's details that identifies the individual to any third parties. You have the relationship with your customer - we will continue to implement further services onto your adviser dashboard that can enhance your relationship with your customer, should you wish to use these services.