Finding a financial adviser you can trust takes time. We do the legwork so you can start with a shortlist of experienced, well-regarded planners in your city.
We don't list every good adviser in Australia, and we don't claim to. What we do is apply the same criteria to every adviser we consider, so if you're looking for experience, recognised qualifications and a strong track record with clients, you'll find it here.
After running for free for over 10 years, we've switched to a paid model to keep the site going. Advisers pay for a listing, but they have to meet our selection criteria first. Paying alone won't get anyone on the list.
The site is still free for you to use.
We don't provide financial advice, and a listing isn't a personal recommendation. The right adviser depends on your situation, so we suggest speaking with two or three before you choose. Our guide on questions to ask a financial planner is a good place to start.
Do advisers pay to be listed?
Yes. After more than 10 years as a free service, advisers now pay for a listing. Only advisers who meet our selection criteria can be listed.
How often are listings updated?
Listings are reviewed on a regular basis and updated when an adviser's details, awards or standing change.
Why isn't my adviser on the list?
Plenty of good advisers aren't listed. They may be newer to the industry, or they may not have applied. Our list is a starting point, not a complete directory.
"They took the time to truly understand our goals and situation, and provided clear, practical guidance that put us on the right track with confidence. It is clear they genuinely care about their clients and go above and beyond to achieve the best outcomes. We feel much more secure and optimistic about our financial future."
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