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Finding the right financial planner is of critical importance to ensure your wealth is protected and will grow to meet your future financial needs. We have provided key points below to help you choose a financial planner.
First and foremost you must work with a financial planner and organisation that is registered with ASIC and has an Australian Financial Services Licence (AFSL). It is is very easy to check using this using ASIC Professional Registers Website.
It is important to note being registered with ASIC does not guarantee quality advice.
Referrals from friends who have had a long term relationship with an adviser can be a good starting point).
When you have a meeting with a Financial Planner they should give you a financial services guide. This document includes information on the services and products they can offer you along with how complaints are handled if you are not satisfied with the service. The adviser should be able to answer questions and explain the FSG in more detail if you have any questions.