Application for Membership

Is Certainty Membership for me?

Certainty Membership is not for everyone. It is for accountants, financial advisers and financial planners delivering principal advice.

It is for trainee advisers, associate advisers, client support roles or anyone involved in serving advisory clients.

It is for firms committed to pricing advice based on the value clients experience.

It is for those seeking proven methodologies to engage, grow, price and manage advisory relationships, while reducing dependencies on founders.

In large multi-advisory firms, attendees will require senior sponsorship to support attainment of objectives.

HOW ARE Certainty Advice SKILLS BUILT?

Certainty Membership provides access to all the training tools, pricing precedents, advisory team tools, templates and scripts, but it is not a skilling program.

Skilling, competency and proficieny in Certainty Advice is self-developed by repeated use, implementation and customisation of materials for each Certainty Member’s specific circumstances.  

The Certainty Advice Value Academy is our Skilling Program.


Applicants qualify for Certainty Membership if their role involves skills engaging, managing, pricing, advising or supporting comprehensive advice clients.

Senior advisers, advisers, associate advisers, client support, paraplanners, client management and similar roles with day-to-day client contact are suitable.

Can I join up, then cease, then join up again later?

Certainty Membership is not designed for  start/stop/re-start engagement model.

However, there are exceptions where membership needs to be halted. 

Can I share my unique login with other members of my advisory team?

We would prefer you didn’t.

We are starting to limit the number of simultaneous logins for the same login but we understand the need to use the same login across office, home office and portable devices.

We monitor the number of URL addresses used by each unique login and may be in contact if our records suggest your login may have found its way into many different devices at many different URL addresses.

What returns can Certainty Members expect to achieve?

Each Certainty Member will be working towards their own unique plan overseeing their progress as members. 

I've got a question that isn't listed...

Use the query form below to let us know – or give us a call on +61 (0)2 8966 9135 – or email us at [email protected]



Please complete the following to apply for Certainty Membership

Our Objective: Valuable advice for 80% of Australians…

Certainty Advice Group specialises in building advisory firms of the future. We do this by leveraging the insights, learnings, tools and experiences of firms who share a similar objective – delivering comprehensive financial advice purely priced upon the best interests of clients without any real or perceived conflict – we refer to it as the Certainty Advice approach.

Our Academies are intensive, workshop-style events, rather than lecture-style. This maximises participation and return on time in attendance.  Since our first adviser workshop in 1989 our objective has remained the same – to make valuable advice more accessible for more Australians – our target is 80%. This will only be achieved by a new era of advisory firms focused on delivering value. Certainty Advice is a proven advice platform to deliver valuable non-conflicted advice.

Meet The Convenor

Jim Stackpool

Jim Stackpool

Founder - Certainty Advice Group

For nearly 30 years Jim has influenced, coached, and consulted to advisory firms across Australia. As founder of Certainty Advice Group, he leads a like-minded team of professional advisory firms seeking to create greater certainty for their clients. As an author, blogger, columnist, and keynote speaker, Jim is regularly called upon for his professional insights into the advice industry.

Get In Touch

We welcome your questions regarding our Certainty Membership

WordPress Image Lightbox Plugin