NDIS Practice Standards
Core module: support provision environment
core-25.3 Money and property: no financial advice beyond the participant's plan
Clause and reference core-25.3, our reference for this requirement in the NDIS Practice Standards and Quality Indicators
The requirement
The provider does not give participants financial advice or information beyond what is reasonably needed under the participant's plan.
Our wording of the requirement: our statement of what the clause asks, not the instrument verbatim. Source: NDIS Practice Standards on the compliance desk.
The evidence to bring
- Code of conduct or policy prohibiting financial advice
- Worker training records on financial boundaries
- Conflict of interest declarations by workers
What assessors commonly find
- Workers advising on investments, loans or wills
- No guidance to workers on where advice must stop
What evidence do I need?
For core-25.3 Money and property: no financial advice beyond the participant's plan, the evidence to bring is: Code of conduct or policy prohibiting financial advice; Worker training records on financial boundaries. It sits under Core module: support provision environment and our reference for it is core-25.3. Keep every record dated, signed and current, and name who owns it.
Answer the reviewer first
Show me code of conduct or policy prohibiting financial advice, and tell me who owns it and when it was last reviewed.
That is the question a quality assessor opens with for this requirement. Have the record on the desk and the date it was last reviewed to hand.
Read your own evidence against this clause
Paste your policy or evidence pack and the reading marks, line by line, whether a phrase from this requirement appears and quotes your own words when it does. It is a reading of your text, not a compliance result; a quality assessor decides whether a requirement is met. Read your pack, free See the paid reading