How do I choose a Financial Planner?

It’s important to ensure that your Financial Planner has experience dealing with clients in your situation, as well as the requisite qualifications, technical skills and investment knowledge to develop an appropriate plan to  assist you in achieving your financial goals.

You will want to make sure that they are in a position to provide impartial advice that is in your best interest. You should research whether there are any conflicts of interests such as ownership links, product commission arrangements or a percentage-based charging structure.

The Australian government’s MoneySmart website has a helpful list of questions to ask a prospective adviser.