BiG Directory

Financial planners, advisers and accountants| how to find and choose good ones

Independence, fees and commissions:

Be wary when choosing a planner that you’re getting independent advice and that their fees are reasonable, based on the returns they can get. Cheapest doesn’t mean the best. Commissions should become more transparent and more closely regulated following the Financial Services Royal Commission.

These sites and articles will help you choose and compare financial advisers:

Financial advice costs and Financial advice and you MoneySmart (ASIC)

InvestSmart including Eureka Report and Business Spectator is a paid service and free “Insights” with highly respected Alan Kohler (the finance bloke on the ABC with the charts and the fab sense of humour!)  and others. Grab a free 14 day trial of their broader services to see if they suit you.

Understanding the difference between wholesale and retail clients under FOFA MoneyManagement

Adviser Ratings (AR) “Australia’s first transparent and independent service to help you find, rate and review qualified financial advisers.”

Beddoes Institute – Most trusted advisers (App)

Canstar What is a Financial Planner & what to expect 7 Step Checklist

Choice Your guide to finding the best finanacial plannerFixing financial advice campaign, – Lyndi’s story YouTube

MoneySmart (ASIC) Choosing a financial adviser (Especially its list of companies not licensed to give financial advice)

CPAAustralia (CPA) “Find a CPA (certified practising accountant) or financial planner”

Financial Planning Association of Australia (FPA) – Directory to find a financial planner

Top10 financial planners

Yellow Brick Road – “How to pick a planner”

Boutique Financial Planners – Member List


by | Jun 1, 2022 | BiG Directory | 0 comments


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