How do I choose a financial adviser?
| Count Advisers offer a free introductory consultation
to give you the opportunity to meet them and Contact us to speak with an adviser. |
The right adviser for you depends on your personal requirements. When choosing a financial adviser, it’s essential you find someone you can create an ongoing, long-term partnership – someone you feel comfortable with and trust.
The Australian Securities & Investment Commission (ASIC) is the consumer protection regulator for the Australian Financial Services Industry. Count is a strong supporter of ASIC’s role in the protection of financial services consumers as this is also benefits legal and ethical financial services companies such as ours. We encourage you to visit the ASIC website so you have a clear understanding of what you should expect from a financial adviser.
Below are ASIC’s seven key tips for choosing a financial adviser:
| 1. | Deal only with a licensed financial services business – Count Financial Limited holds an Australian Financial Services Licence (No. 227232). |
| 2. | Think about your financial situation and what financial goals you want to achieve – You can use Count’s Goal Planner as a starting point. |
| 3. | If you decide you need professional advice, ask family, friends or work colleagues whether they can recommend anyone to you – If you are reading this page the chances are someone has already recommended Count to you, but it never hurts ask around for a second opinion. |
| 4. | Speak to a few financial advisers from different firms before deciding who to get advice from – To ensure you find the right adviser for you, Count can put you in touch with a choice of financial advisers in your area. |
| 5. | Ask about the financial adviser’s experience and qualifications – click here for some background information on the strict selection and ongoing training requirements of Count Advisers. |
| 6. | Find out whether there are any restrictions on the financial products the financial adviser can recommend – A word of warning: some businesses are limited to products issued by themselves or their parent companies. |
Find out more about Count Advisers, their qualifications and Count’s financial services licence, fees and the advice process.
