TELL YOUR ADVISER YOUR GOALS

Do you want to invest for income to live on now, or do you want to build up assets that you can draw on in the future?

  • Do you want a plan for the next few years or for the next 10-20 years?
  • What sort of lifestyle do you realistically expect?
  • Are you saving to buy a house? To pay for your children's education? Will you need to support other people?
 
 
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Adviser fakes exam certificate, cops ASIC ban
26 April 2024, 12:25pm
ASIC has slapped a permanent ban on a financial adviser who doctored her exam certificate and continued to provide advice without the proper qualifications. Read more