Most Trusted Adviser Designation
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      1. Adviser Ratings Support Centre
      2. Most Trusted Adviser Designation

      How do I qualify for the Most Trusted Adviser (MTA) designation?

      The Most Trusted Adviser (MTA) designation recognises Australia's top financial advisers, as rated by their clients.

      It is awarded by Adviser Ratings and previously supported by The Beddoes Institute, focusing on client satisfaction, transparency, and professional credibility.

      Holding the MTA designation enhances an adviser’s credibility, visibility, and marketing edge, with public reviews that support SEO and generate leads.

      What’s Included

      Upon qualification and payment of the annual fee, you will receive:

      • 🏆 MTA Badge (web/email-ready, includes transparent & solid formats)

      • 📜 Certificate of Accreditation (valid for 12 months)

      • 📩 Welcome Letter with marketing guidelines

      • 📊 Data File of client reviews (downloadable via portal)

      • 🎯 Listing on Adviser Ratings + MTA Website

      These materials can be used in your marketing efforts, including your website, email communications, social media, and prospecting documentation.

      Annual Cost

      • $250 (AUD) per adviser, per year

      This fee covers all digital assets, accreditation, and access to your review data.

      Eligibility Criteria

      To qualify for the MTA designation, advisers must meet the following:

      1. A public profile on Adviser Ratings

      2. A minimum of 40 active clients in the past 12 months

      3. At least 20 client reviews on Adviser Ratings, dated within the past 2 years

      4. A client response rate of at least 25%

      5. An average client rating of 4.5 stars or higher (based on recent reviews)

      6. At least 5 years of experience as a qualified adviser

      7. Current membership in a Tier 1 association (e.g., FAAA, CPA, CAANZ, IPA)

      8. A or B compliance ratings over the past 2 years, supported by compliance reports (verified by a signed statutory declaration from your Head of Compliance and subject to audit)

         

      How to Meet the Criteria

      1. Ensure Your Profile is Public

      Visit your Adviser Ratings portal and confirm your profile is live and visible to the public.

      2. Invite Clients for Reviews

      Advisers must have at least 40 active clients (a minimum of 40 clients must be invited to review) and collect a minimum of 20 reviews.

      Client reviews must be submitted via your adviser portal. You can find detailed instructions here:
      How do I invite my clients to review me?

      3. Track Your Progress

      Log in to your adviser portal regularly to monitor your:

      • Number of client reviews

      • Response rate

      • Average star rating

      4. Confirm Eligibility

      Once you have met the above criteria, email Adviser Ratings to declare your compliance standing. You may either:

      • Submit a signed statutory declaration from your Head of Compliance

      • Or confirm in writing that your reports are available for audit if needed.

      5. Make Payment

      Once your eligibility is confirmed, you will receive an invoice for the $250 annual fee. Upon payment, your MTA pack will be delivered.

      Promoting Your MTA Status

      You are encouraged to use your badge and certificate in the following ways:

      • On your website and email signature

      • In company promotional and credentialing materials

      • Via direct communications to clients and prospects

      • On your professional social media platforms (e.g., LinkedIn)

      Need Support?

      If you have questions or would like to begin the process, please contact:

      Stacey Golley
      Adviser Support Lead
      admin@adviserratings.com.au