HOW TO FIND A FINANCIAL PLANNER?

There are a number of ways to find a financial planner and when you do, you'll find they normally offer a free initial consultation to help you assess whether they are right for you.

  • Click on our "Find an Adviser" tab in the menu on the left hand side of this page. We can help you refine your search by using a number of criteria including:
  • Location (postcode, state or suburb)
  • The name of a planner (including christian and surnames)
  • Qualifications (CFP, Diploma of Financial Planning, and so on)
  • Practice (or business) name
  • Planning services (business planning, employment planning, estate planning, lifestyle planning, financial planning, investment planning, retirement planning and tax planning
  • Client services (investment seminars, newsletters, online information access and websites)
  • Insurance (home and contents, life, income, and so on)
  • Loans (corporate and personal)
  • Mortgages (commercial and residential)
  • Other (accounting, legal services, property management services).
  • Word of mouth is one way to find a financial planner. Ask friends, relatives and work mates about their experiences with their adviser, how they charge and the type of products they recommend.
  • Contact the Professionals.
  • Ask your accountant for a referral. Quite often existing advisers are willing to pass on the details of a financial planner who might suit your circumstances

How to choose the right financial planner?
Commissions
Video
Delivering a goals-based reporting service
As goals-based advice continues to become an increasingly important part of an adviser's offering and service delivery, investment platforms are playing a pivotal role in bridging the relationship ... Watch video
Dealer group launches transition support service
13 December 2019, 12:28pm
A privately-owned licensee is launching a support service to assist advice firms in transitioning to an individual AFSL and has appointed a national practice consultant to lead the initiative. Read more
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