All you need to know about choosing a Financial Planner

Working with a professional financial planner can give you confidence and peace of mind that your financial future is secure.

The Financial Planning Association is the largest professional body representing financial planners across Australia. Members of the FPA must meet stricter criteria and higher standards than those required by law. CERTIFIED FINANCIAL PLANNER® professionals have gone one step further to achieve the highest qualification in financial planning worldwide.

Make sure your financial future is in the safest possible hands – always look for a member of the FPA.


FPA Brochure – Choosing a Financial Planner


It’s wise to do some research before you decide on a financial planner.

Here are some important questions you should ask when looking for a financial planner:

Is the financial planner licensed?

Always look for a planner who works for a firm that holds an Australian Financial Services (AFS) License issued by the Australian Securities and Investments Commission (ASIC). You should ask for a copy of their Financial Services Guide.

Is the financial planner a member of the Financial Planning Association (FPA)?

The FPA is Australia’s leading professional community of financial planners. Members of the FPA must meet stricter criteria and higher standards than required by law.

Do you have rapport with the financial planner?

Rapport and trust are essential as your financial planner is going to know more about you than your accountant or doctor, as he or she will have details of your finances, medical history and family situation.  If you can’t establish that rapport early on in your first meeting, keep looking.



SOURCE: Financial Planning Association of Australia