Who can I trust?

Not all financial planners are the same. By looking for a financial planner that is a member of either the Financial Planning Association of Australia (FPA) or Association of Financial Advisers (AFA), you can rest assured that they are highly qualified, experienced and will do the right thing by you.

Members of the FPA and AFA can be distinguished from other financial planners because they:

• have a duty to put your interests first
• adhere to a strict Code of Professional Practice and Code of Ethics
• are accountable to Australia’s leading professional associates
• complete training every year to keep their knowledge and skills up to date
• are obligated to explain and document their fees and charges to you in a clear and transparent way.

A sure sign of a good financial planner is that they don’t rush you, carefully listen to you and clearly explain where they can add value, and where they can’t. Here are some that you should consider:

• What experience do they have? Is the Financial Planner licensed?
• What do they specialise in?
• Are they a member of the Financial Planning Associated (FPA) or Association of Financial Advisers (AFA)?
• How do they charge for their services?

If you have any questions call us on (02) 8004-8699 or Email Us to set up an appointment.