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How do I update my preferred name on my Adviser Ratings profile?

Your given name on Adviser Ratings is sourced from the Financial Advisers Register. If you go by a different name professionally, you can add a Preferred Name to your profile and this is what will be displayed publicly.

Follow these steps:

  1. Log in to your Adviser Portal here
  2. Click your profile icon in the top right corner of the screen
  3. Select Personal Details
  4. Enter your preferred name in the Preferred Name field
    preffered name
  5. Save your changes

Your preferred name will soon display on your public Adviser Ratings profile.

If you need any assistance, our team is happy to help at admin@adviserratings.com.au.