A recent Australian study conducted by Hall & Partners Open Mind asked what are the most important factors when it comes to financial advice?
1. That the financial adviser is independent 61%
2. That the financial adviser has specialist knowledge (e.g tax) 56%
3. That the financial adviser has relevant accreditation 52%
4. The financial advisers track record 47%
5. The cost of the advice 43%
6. Recommendations for the financial adviser 28%
7. Other 4%
As shown above the majority of respondents are looking for a knowledgeable independent adviser that can be trusted to give high quality recommendations. Make sure you look for these qualities when appointing a financial planner to look after your wealth.
Visit choosing a financial planner for more information.
CFP®, CERTIFIED FINANCIAL PLANNER® and are certification marks owned outside the U.S. by Financial Planning Standards Board Ltd. Financial Planning Association of Australia Limited is the marks licensing authority for the CFP Marks in Australia, through agreement with FPSB.
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