Learning Centre

Financial Planning is an exciting way for you to grow your wealth. It can also be confusing, but it doesn't have to be. SelectAdviser will help you make the most of the Financial Planning industry. The SelectAdviser Learning Centre is designed to give you some independent resource information and handy hints about Advisers to arm you with the right tools to make the best decision for you when selecting an Adviser.

WHAT TO CONSIDER BEFORE SEEKING A PLANNER		ONGOING SUPPORT
What is financial planning? How can financial planning help create wealth? Does everyone need advice? What does the financial planning process involve?		Factors that might affect your financial plan Reviewing your financial plan
FINDING A PLANNER		WHAT IF YOU'RE NOT HAPPY?
How to choose the right financial planner? How to find a financial planner?		What does the government do to protect consumers from corrupt financial advisers? Who regulates the financial planning industry? Not happy with your financial plan? What you should do.
HOW MUCH DOES FINANCIAL ADVICE COST?		MORE INFORMATION
How do financial planners charge for thier services? Commissions    [ Entry fees ]  [ Trailing commissions ]  [ Soft dollar incentives ] Fee for service Premium service fees		Choice of Super. What it means for you. What's a good source of information for further reading?
CHOOSING THE RIGHT FINANCIAL PLANNER		FOR REFERENCE
Choosing the right financial planner How to set up the first meeting? How to interview prospective advisers?		Glossary - jargon buster Useful Tax facts Useful links Latest investment news Industry research
GETTING A GOOD FINANCIAL PLAN		FOR REFERENCE - PROFESSIONAL ASSOCIATIONS
Facts to tell your adviser Tell your adviser your goals Questions to ask you financial planner:    [ Investing ]  [ Tax ]  [ Insurance ]  [ Retirement ] Discuss the risks you're willing to take Be aware that investments can lose money Ask for a written plan Checking your financial plan		CPA Australia The Association of Financial Advisers (AFA) Financial Planning Association of Australia Limited (FPA) Self-Managed Superannuation Funds (SMSF) Professional's Association of Australia Limited (SPAA)