Like any professional you deal with, it pays to find a financial adviser you trust and feel comfortable with.
Ask friends and family, your employer, or your local bank branch - they may be able to recommend someone they trust. We can also help you find an accredited adviser in your area.
The most important thing to check is that you’re dealing with an adviser who’s suitably qualified to be giving you the advice you’re after.
To help you make an educated decision about a financial adviser’s credentials, they are required to provide you with a Financial Services Guide (FSG) at your first meeting. It gives you information about the advice process and outlines their experience and credentials including:
These are two key industry bodies in Australia. Between them they have thousands of members, and promote quality financial advice for consumers and high standards of ethical and professional behaviour among their members.
This is general advice and does not take into account your objectives, financial situation or needs. Before acting on this general advice you should consider the Product Disclosure Statement and the appropriateness of the advice having regard to your situation and consult your financial adviser.
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