Finding your ideal Financial Adviser
In this episode, we walk you through the essential steps to finding the right financial adviser for you.
From using online tools (like Adviser Ratings and Google Reviews), and seeking recommendations from professionals, to the importance of selecting an adviser who prioritises client education and fee transparency, we cover it all.
Qualifications such as a bachelor’s degree and ongoing professional development are key, and we recommend the use of resources like the MoneySmart Adviser Register for credential verification.
Whether you’re planning retirement or managing investments, this episode equips you with the knowledge to confidently select an adviser who fits your needs.
To view the video version of this episode visit https://youtu.be/LjMJsXuBl-M?si=Mv4b2L6PrWzUmmqF
Robert Goudie, CFP, GradDipFP (ASIC Reg 235974) and Amy Lehmann, BBus (FinPlan), BBus (Acc) (ASIC Reg 1292710), are authorised representatives of Consortium Private Wealth Pty Ltd | ABN 74 616 250 965 AFS Licence 495401.
