Financial Planner

A licensed financial planner provides financial advice and personal financial plans covering many aspects of personal finance.

Depending on the level of engagement you are looking for, a financial planner can work with you to identify your short and long term financial goals and recommend suitable strategies and products to help you achieve those goals.

Some key areas where financial planners can help investors include budgeting, debt management, investment strategy, retirement planning, insurance and superannuation.

Shares, managed funds and listed property trusts are all popular investment vehicles among financial planners.

Most financial planners are not qualified to provide advice on direct property, unless they are also a QPIA, so remember to seek advice on any property investments from a Qualified Property Investment Adviser (QPIA).

When looking for a financial planner be sure to look for membership with the Financial Planners Association of Australia (FPA). Membership with PIPA is also highly desirable.

 

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