Looking for a Financial Planner? What questions should you be asking?

4 July 2014

1. Are you a Certified Financial Planner (CFP) or hold a Masters Degree in Financial Planning?

Becoming a ‘qualified’ financial planner with minimum standards, can take just 8 days and $1500.

Becoming a ‘Certified’ Financial Planner (CFP) and receiving an internationally recognized qualification, consisting of four modules, can take many years and a substantial financial commitment.

2. Where have they worked as a Financial Planner?

About 5,000 FPA – Financial Planning Association of Australia Members have attained their certification (CFP) and you are almost certainly better off with one of them!

 

Question Mark

You may also like

Investment & Economic Snapshot April 2024

Investment & Economic Snapshot April 2024

As of April 2024 Highlights Risk aversion and moderating expectations for interest rate cuts pressure bond and equity markets. Australian and US inflation data releases came in higher than expected as services inflation remains elevated. Geopolitical tensions...

read more
September 2022 Newsletter

September 2022 Newsletter

Your Financial Guide Newsletter September 2022 This edition, we will introduce you to a new team member! We talk about the superannuation contribution rules that changed in July. We also talk about inflation, and the importance of being vigilant with regards to cyber...

read more
March 2022 Newsletter

March 2022 Newsletter

Your Financial Guide Newsletter March 2022 I'm sure when 2022 started, we were all hoping for a positive and less dramatic year considering the last 2 years. Sadly it's not the case, and like the rest of the world we are deeply saddened with he current plight of the...

read more