Financial Planning

FINANCIAL PLANNING

You want to find a financial adviser with the experience and knowledge to give you the level of service you’re looking for. You also want someone who can develop a strategy to reach your financial goals and who can provide you with a broad range of investment choices.

Ensure the adviser you seek is employed by or authorised to represent a business that holds an Australian Financial Services (AFS) licence and make sure the licence covers the services you are looking for.

Licensed advice can include advice on superannuation, insurance, shares, managed funds and many basic banking products.

Choosing the right financial adviser is an important long-term decision and necessary as you embark on building a relationship with your adviser to achieve your financial goals.

Frank Santagada CFP® Dip FP is an Authorised Representative (ASIC 246139) of Securitor Financial Group Ltd. ABN 48 009 189 495. Australian Financial Services Licensee 240687. Tower 2, International Towers Sydney, 200 Barangaroo Avenue Barangaroo NSW 2000.

Getting Advice – ASIC (Download this document for guidelines on Financial Advice from ASIC)

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