Choosing A Financial Adviser
You may recognise that you need financial advice, but need help in choosing a Financial Adviser.
It’s not easy! Ideally you will be looking for someone that you feel comfortable with, that you can trust, and who you feel has your best interests at heart. Of course the service and fees need to be suitable for your requirements too. The Government’s ‘MoneySmart’ website provides a comprehensive guide here: Choosing-A-Financial-Adviser
At JustInvest we pride ourselves in putting our clients first, and we have a long history of successfully helping our clients achieve their goals. For your information, James Baird of JustInvest Financial Planning meets the following criteria:
- Degree Qualified (B.Com & MBA)
- Over 15 years industry experience (since 2000)
- Member of the Financial Planning Association (FPA)
- Certified by the Responsible Investment Association of Australasia (RIAA) as an Ethical Investment Specialist
- Member (and former Chairperson) of the Ethical Advisers’ Co-op
- Authorised to offer advice on Superannuation (including SMSF’s), Investment and Risk Insurance
- Not restricted to certain brands of products (aligned Advisers, such as Bank employees, can generally only offer their in-house products)
- Client Testimonials available
- Transparent advice charges, on a Fee for Service basis
- Has never been the subject of any disciplinary action by ASIC
Here are a couple of useful videos about choosing an Adviser (note that the second video is from USA, but still relevant to the Australian market):
We deal with clients in Perth, South West WA, interstate and regional areas in face to face meetings, phone and skype communication. Contact us on 08 9322 1110 or clientsupport@justinvest.net.au
