The most common question I get asked is this:
How can I be sure a financial advisor will act in my interests, not theirs?
And my advice: choose an Independent Financial Advisor. Preferably one who has satisfied the most stringent standard of independence in the financial planning profession – a Practicing Member of the Independent Financial Advisers Association of Australia.
I set up a fee-based, independent financial advice business because I was tired of seeing the conflicted and biased advice given to people by 99% of the financial services industry.
Check out my experience by clicking here.
The advice I give clients and the articles I write are based on nearly two decades of experience, working in National Professional Standards, Operations and Business Development roles in Australia’s biggest financial services companies, including:
Some of my thoughts on the financial services industry have been published in:
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