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
Direct investments (fixed interest, managed funds, property, shares and so on)
Client services (investment seminars, newsletters, online information access and websites)
Superannuation (corporate super, personal super and DIY superannuation advice)
Insurance (home and contents, life, income, and so on)
Loans (corporate and personal)
Mortgages (commercial and residential)
Portfolio services (master trusts, wraps, IMA's, share portfolio management and so on).
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