How to choose a financial planner

How to choose a financial planner

Choosing a licensed financial planner

A financial planner should be appropriately qualified, licensed, and transparent.

The best way to ensure they have these qualities is by narrowing down your search to financial planners who hold an Australian Financial Services License (AFSL) issued by the Australian Securities and Investments Commission (ASIC) and is registered with the Financial Advice Association Australia (FAAA). Check out the Financial Advice Association Australia website to find a planner near you.

By choosing a financial planner who holds an AFSL issued by ASIC and is a registered member of the FAAA, they will be qualified and licensed to give financial advice, legally required to be transparent, and have a general obligation to provide efficient, honest, and fair financial services – all of which are essential.

Other things to consider

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Choose a financial planner with years of experience, especially one who has worked with clients like you.

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Choose a financial planner who is an expert in areas that matter to you, like superannuation and retirement planning.

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Choose a financial planner you are comfortable with, who listens well and explains things clearly.

The superannuation schemes administered by Super SA are exempt public sector superannuation schemes and are not regulated by the Australian Securities and Investments Commission (ASIC) or the Australian Prudential Regulation Authority (APRA). Super SA is not required to hold an Australian Financial Services Licence to provide general advice about a Super SA product. The information in this publication is of a general nature only and has been prepared without taking into account your objectives, financial situation, or needs. Super SA recommends that before making any decisions about its products you consider the appropriateness of this information in the context of your own objectives, financial situation, and needs, read the Product Disclosure Statement (PDS), and seek financial advice from a licensed financial adviser in relation to your financial position and requirements.

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