Financial Planning Week 2017 is taking place from 21-27 August.
This year’s theme is Live the Dream. The aim is to engage and educate Australians to live their dream and #getaplan.
An infogrpahic of what living the dream means to Australians is below;
The full Live the Dream 2017 Research Report can be fund using the link below.
The full 2016 Russel Investments & ASX Long Term Investing report is below and always an interesting read;
Over 10 years (2005 to 2015) the 3 best performing assets classes have been;
Over 10 years (2005 to 2015) the 3 worst performing assets classes have been;
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.
Top 10 Financial Planner would like to congratulate the 2017 FPA Best Practice National Award Winners below;
The awards recognise excellence in financial planning by giving clients superior outcomes inline with the FPA Code of Professional Practice and Code of Ethics.
FPA CERTIFIED FINANCIAL PLANNER®PROFESSIONAL OF THE YEAR
Tony Sandercock CFP® – Wetalkmoney
FPA FINANCIAL PLANNER AFP® OF THE YEAR
Cody Harmon AFP® – Meridian Wealth Management, Melbourne
FPA PARAPLANNER OF THE YEAR
Cynthia Sercombe – Tupicoffs, Brisbane
FPA UNIVERSITY STUDENT OF THE YEAR
Bradley Aleckson, Bachelor of Commerce student – Griffith University, QLD
FUTURE2 COMMUNITY SERVICE AWARD
Kathy Havers CFP® – Catalyst Financial Group
GWEN FLETCHER MEMORIAL AWARD
Cameron Obliubek CFP® – Bridges Financial Services, Melbourne
FPA PROFESSIONAL PRACTICE OF THE YEAR
ipac Western Australia
More information about the awards can be found on the Financial Planning Association Website.
Looking for a Financial Planner but don’t live in a capital city?
You can visit the Financial Planning Association website to conduct a search using link below:
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.
Disclaimer: The information contained in this website is for general information purposes only. Top 10 Financial Planner accepts no responsibility with regard to any problems or financial advice as a result of using this website or any linked external websites. All care has been taken in the compilation of listings. However we cannot guarantee the quality of any financial advice given by organisations or individuals listed on the website. We have not reviewed every financial planner in each capital city for listing and ranking purposes on the website. The minimum selection criteria for financial planners to list on the web site is CFP® status and 5 years experience in the industry. Other qualifications that can impact rankings are listed on our home page. Investors should conduct their own due diligence before proceeding to appoint a financial planner.
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