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Accolades aplenty after Middletons Securities earns FPA Professional Practice



The Middletons Securities success story has continued, after the Adelaide-based firm recently achieved formal accreditation as a Professional Practice by the Financial Planning Association in recognition of its high professional and ethical standards.

Middletons Securities spokesperson, Mr Nick Loxton, said the professional services firm welcomed the accreditation accolade, and recognition that its practices are of the highest calibre in the community by the nation’s peak body.

“As an FPA Professional Practice, our existing and potential clients can have peace of mind knowing that they are dealing with, and being supported by, a financial planning practice of the highest professional standing,” Mr Loxton said.

“Financial planning is incredibly complex and can be daunting for many Australians so it is more important than ever for people to work with only the best to ensure they get the best advice available, and utilise strategies to gain the strongest investment returns for their circumstances whilst protecting assets,” he said.

“With significant backing and resources, Middletons Securities is perfectly positioned to help clients secure their financial future - and being recognised as a Professional Practice reinforces that we have quality financial planning practices in place to provide only the best financial advice.”

To earn the status as a FPA Professional Practice, a financial planning business must undergo a rigorous screening process, which includes having more than 75% of its practitioners as a FPA practitioner member, and more than half of its practitioners as current CFP professionals or on track to achieve that status within three years.

FPA CEO, Mr Mark Rantall, said: “The Professional Practice designation recognises quality financial planning practices that are providing the highest quality financial advice in their community.”

As an FPA Professional Practice, Middletons Securities can now use the exclusive FPA Professional Practice brand in its offices, website and business collateral to clearly identify itself as a high-quality, professional business.

“Middletons Securities is emerging as the financial planning firm of choice for savvy clients wanting to secure the best advice through market-leading advisers, and we expect our success to continue as a growing number of professionals recognise that we can help them have strategies in place to secure their financial security,” Mr Loxton said.

About Middletons Securities

With its offices located in Adelaide, Middletons Securities is an authorised representative of Lonsdale Financial Group Limited and advises corporations, organisations and individuals in a comprehensive manner, including direct equities, managed funds, superannuation and insurance products.

The Middletons Securities team offers an extensive range of investment, tax effective investing, wealth creation and asset protection solutions to clients. Its financial advisers have access to investments and services provided by all of the major investment institutions and offer an extensive approved product list.