Financial Planning

When you choose a financial planner to manage your funds, you are actually putting a lot of faith in the individual’s capability for fund management. Since you are almost entrusting a third person with a substantial portion of the money that you have saved up for yourself and your family, the decision demands proper research into the qualifications and background of the financial planner that you select. To ensure that you have made the right choice of financial planner that you can trust, make sure that the financial planner that you choose has the following: – Compliance with RG146/PS146 : These are the regulatory guidelines that have been detailed by the ASIC (Australian Securities and Investments Commission). The financial planner or the financial planning company that you chose should be fully compliant with these guidelines. – Member of FPA or AFA : Being a member of either of these two organizational bodies ensures that the financial planner not only follows the legal rules of the system but also adheres to the ethical code of conducts and professional conduct that has been dictated by these institutes. – Ask for a referral : A financial planner who has provided good sound advice will not shy away from referring his clients to you so that you can check with them about how happy they were with the services provided. – CFP professional : If you are really looking for the top notch financial planner for yourself and your family, you may need to check if your shortlisted financial planner has CFP certification. This certification is the epitome of qualifications and signifies global understanding and accomplishments in the finance market.

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