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Tips for Choosing Right Financial Planning Dealer Groups

Choosing the best financial planner is of crucial importance to make sure your wealth remains safe and secure and definitely will grow to fulfill your future financial requirements. We have given key points below that will help you select a financial planning dealer groups.

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Tips for Choosing Right Financial Planning Dealer Groups

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  1. Tips for Choosing Right Financial Planning Dealer Groups

  2. Choosing the best financial planner is of crucial importance to make sure your wealth remains safe and secure and definitely will grow to fulfill your future financial requirements. We have given key points below that will help you select a financial planning dealer groups.

  3. 1. Check your financial planning dealer group is legitimate. First and foremost, you have to work with a financial planner and also organization that's authorized with ASIC and it has an Australian Financial Services License (AFSL). It is super easy to check by using this using ASIC Professional Registers Website.It is very important note being authorized with ASIC doesn't guarantee high quality advice.

  4. 2. Do they have experience of advising clients much like you? (Recommendations from friends who've had a lasting relationship with an adviser could be a good starting point).

  5. 3. Browse the Financial Services Guide (FSG) if you have a meeting with a Financial Planner they need to provide you with a financial services guide. This document consists of info on the services and products they are able to offer you together with exactly how complaints are handled if you're not pleased with the service. The adviser will be able to respond to questions and explain the FSG in greater detail if you have any queries.

  6. 4. Check who is the owner of the financial planning firm. The most of financial planning dealer groups are fully or even partially belonging to banks and insurance companies. You have to determine if you need to deal with a smaller independent practice or perhaps a practice belonging to a big company. Many dealer groups which appear independent are in fact belonging to the banks.

  7. 5. Do I feel happy with this financial planning dealer groups? Spend some time and ensure you are comfortable and pleased with your adviser. If you are feeling uncomfortable come with an interview with an additional adviser there are lots of top quality advisers in Australia. Your relationship having a financial planner or adviser ought to be for the long term, it's important you find the best adviser for the situation.

  8. 6. Some Real question to ask. What areas are you able to provide advice? What's your primary type of client? What exactly is your certification? What initial and continuing service would you provide? Ask these questions to ensure that you make the most out of the meeting.

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