Choosing a financial adviser

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:

  • whether the financial planner is licensed
  • who they work for
  • how they will charge you
  • the range of services they offer
  • their associations with investment companies
  • what to do if you have a complaint.

Is your adviser a member of the FPA or AFA?

You should make sure your adviser is a member of the Financial Planning Association (FPA) or the Association of Financial Advisers (AFA).

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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Asteron Life™ is committed to providing customers with long term financial security. We provide life insurance products including Income Protection Covers, Trauma Cover, Total & Permanent Disablement (TPD) Cover, Life Cover and Business Expenses Cover. We are committed to helping customers get - and stay - healthy for life, by giving customers access to the Asteron Life Wellbeing Program. To obtain a copy of our privacy statement, please contact us on 1800 221 727 or visit the following website www.asteronlife.com.au/privacy to view or download the policy.