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.
We observe high standards of honesty & integrity in conducting and providing financial planning services.
We are objective in providing advice and services . We will be transparent in information you the type of advice you will be receiving.
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.
We provide advice and service in a manner that is fair, honest and reasonable.
We act with due skill, care and diligence in the provision of financial planning services
We ensure all conduct and priorities brings credit to the profession and to our clients
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.
We ensure all conduct complies with Affinia’s Financial planning’s professional Standards, relevant legislation and regulations.