LOOKING for a financial advisor? Before you decide, check if they are licensed to give the advice you need.
The Australian Securities and Investments Commission's moneysmart (www.moneysmart.gov.au) website is the best place to start your journey.
It provides a handy register of people who provide personal advice on investments, superannuation and life insurance. You can find out where a financial adviser has worked, their qualifications, training, memberships of professional bodies and what products they can advise on HERE
Also take a look at the website's handy Financial Advice Toolkit that will help you navigate the financial advice process with confidence by showing you:
- How to prepare to meet an adviser
- What to expect in the first meeting
- What to do after you receive advice
You can use this tool at any stage of the financial advice process, and you can return to it at any time. Click HERE
The moneysmart site also provides information on managing your money, insurance, superannuation and retirement, investing, scams and more. Make it a favourite for quick access to essential information at any time.
