Workplace Assessor Accreditation Form

							         Workplace Assessor Accreditation Form
Workplace Assessors: When you have completed the form please return this to Pinnacle by emailing it to
students@pinnacle.edu.au or faxing to 1300 794 820.


 1. Student information (Person seeking to be assessed)

 Title     Mr        Miss        Mrs         Ms         Dr

 Given names:                                                                     Surname:

 Preferred name:                                                                  Mobile (primary contact):

 Email (primary contact):                                                         Phone (daytime):


 2. Workplace Assessor details

 Name of the person nominated as the Workplace Assessor:

 Relationship to person applying to be assessed:



 Identify any potential conflicts of interest as approved Assessor of the nominated
 person (student)
 {e.g. Are you the student’s direct line manager, responsible for supervising tasks
 or clients, or have any other interest in deeming this person competent}:




 Phone (daytime):                                                              Mobile (primary contact):
 Email (primary contact):

 Assessor organisation:                                                        Licensee (if different to organisation):
 Proposed date and time of assessment:


 3. Workplace Assessor credentials: Requirements

To be eligible to conduct a workplace assessment as part of the Pinnacle’s Recognition of Competency
(ROC) process you must satisfy two conditions:
    •    Hold relevant qualifications or competence in the areas seeking to assess
    •    Have three years relevant experience (managing people or providing advice to clients) in the
         areas that you are seeking to assess
To assess the Diploma or modules from the Diploma program:
You must hold the Diploma of Financial Services (Financial Planning) or relevant units of competence and
have relevant experience (3 years) in the areas that you wishing to assess.



                   Pinnacle Financial Services Academy Pty Ltd RTO Provider Number: 91217 // ABN: 74 116 541 256
             Sydney Level 2, 140 William Street, Potts Point, NSW 2011 Melbourne 68-72 York Street, South Melbourne, Vic 3205
                                        General Enquiries Phone 1300 782 822 // Fax 1300 794 820
                                                 www.pinnacle.edu.au // info@pinnacle.edu.au
FM_Workplace_Assessor_v0901224                              Page 1 of 2                             Pinnacle Financial Services Academy
To assess the Advanced Diploma or modules from the Advanced Diploma program:
You must hold the Advanced Diploma of Financial Services (Financial Planning) or relevant units of
competence and have relevant experience (3 years) in the areas that you are wishing to assess.
Qualification details:
Please provide copies of the qualifications that you hold – you must hold the full Diploma or Advanced
Diploma qualification or the qualification for the Unit of competence you are wishing to assess.
   Certificates or statement of attainments attached


Experience requirements:
You must have three years experience managing people or providing advice to clients in the areas that
you are seeking to assess, please attach a copy of your resume which outlines the above requirements.
   Resume attached


 4. Office use only

Name of person approving workplace assessor application: Click to enter text or write in this space

Has the nominated Workplace Assessor met the criteria outlines above?                                        Yes        No
Do they hold appropriate qualifications in the areas seeking to assess?                                      Yes        No
Have they supplied copies of this?                                                                           Yes        No
Do they have 3 years relevant experience in the areas seeking to be assessed?                                Yes        No
Have they outlined their experience and supplied a copy of their resume?                                     Yes        No


Final Comments




                   Pinnacle Financial Services Academy Pty Ltd RTO Provider Number: 91217 // ABN: 74 116 541 256
             Sydney Level 2, 140 William Street, Potts Point, NSW 2011 Melbourne 68-72 York Street, South Melbourne, Vic 3205
                                        General Enquiries Phone 1300 782 822 // Fax 1300 794 820
                                                 www.pinnacle.edu.au // info@pinnacle.edu.au
FM_Workplace_Assessor_v0901224                              Page 2 of 2                             Pinnacle Financial Services Academy