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
Panel Session: Financial Planners Who Have Built Thriving Aged Care Planning Practices
Advisers share their personal experience on how their aged care services have assisted their business practice Discussion on what were the key hurdles at the start of the transition and how they have ... Watch video
Cbus head of advice launches firm
17 January 2020, 12:24pm
The former head of advice of the $57 billion superannuation fund has launched a new advisory aimed at working with super funds and dealer groups to develop better models of delivering advice. Read more
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