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Getting the right person to work as your financial planner or adviser is very crucial. You ought to get someone that is going to protect your wealth at all costs and also meet most of your future financial obligations and needs.
Below, we have provided key consideration points to help you choose a financial planner.
First, you have to ensure you are working with a legitimate person. You ought to work with someone who is already accredited. The organisation or financial planner should already be registered with ASIC and should have a valid license from the Australian Financial Services License. You can use the ASIC Professional Registers Website to check if the potential client is registered with the body. However, you need to understand that being registered is not a guarantee they are going to perform to your expectations.
You should check to see whether this potential financial planner has a good record of advising other clients that may be in your capacity. Ask to speak to references, or better yet, get referrals from your friends who are in a strong relationship with a remarkable financial planner. They should lead you to the perfect planner.
When planning a meeting with a strategic financial planner, they should offer you the financial services guide. The document contains information on the products and services they offer. It also tells how complaints from customers are handled in any case you are not contented with their services. They should answer all your questions and any other concerns you might be having about the FSG.
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