CORE VALUES
As a Corporate authorised representative of Affinia Financial Advisers and a Certified (CFP) Member of the Financial Planning Association (FPA), Bamboo representatives abide by the following Code of Ethics to maintain a high standing in the community and gain our clients trust for long lasting relationship.
1- Integrity
We observe high standards of honesty & integrity in conducting and providing financial planning services.
2- Objectivity
We are objective in providing advice and services . We will be transparent in information you the type of advice you will be receiving.
3- Competence
We provide competent financial advice by maintaining up to date knowledge ,skills & qualification. Our senior adviser holds both a Masters in Financial Planning and is a Certified Financial Planner.
4- Fairness
We provide advice and service in a manner that is fair, honest and reasonable.
5- Diligent
We act with due skill, care and diligence in the provision of financial planning services
- Professionalism
We ensure all conduct and priorities brings credit to the profession and to our clients - Confidentiality
We do not disclose any confidential information without the specific consent from you unless compelled to do so by law, or as required to fulfil any legal obligations. - Compliance
We ensure all conduct complies with Affinia’s Financial planning’s professional Standards, relevant legislation and regulations.