Five questions to ask an investment adviser

Published 16 May 2012 11:59, Updated 17 May 2012 09:28

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Source: www.moneysmart.gov.au, BRW

01 How long have you been giving financial advice, and what qualifications do you have?

02 What information will you need from me in order to give me the best advice?

03 Do you charge fees for service, asset-based percentage fees, commissions or a mix?

04 If you charge ongoing fees, what will I get for these fees?

05 Who owns your business, and is there an associated sales quota for certain financial services products?

Financial Advisors

Business State Web Specialty
A Clear Direction Qld www.acleardirection.com.au Financial planning
Allied Wealth NSW www.alliedwealth.com.au Financial services, retirement planning, commercial property finance and property investments
Astute Investing SA www.astuteinvesting.com.au Retirement planning, wealth management, superannuation and risk management
Australian Residential Property Planners National www.propertyinvestmentplanning.com.au Income, negative geari­ng, finance and property selection
Boyce Financial Services Regional NSW www.boycefs.com Service investment advice, SMSFs, superannuation and retirement planning
Chris Humphrey Private Wealth Qld www.humphreywealth.com.au Asset building, wealth generation, retirement planning and retirement
Count Financial National www.count.com.au Financial planning, wealth creation, wealth protection and superannuation
Direct Advisors NSW www.directadvisers.com.au Financial planning, ethical investment, financial coaching and superannuation
Dixon Advisory ACT www.dixon.com.au Self-managed super funds and investment advice
Ethical Investments Qld www.ethicalinvestment.com.au Investment advice to ethical and socially-conscious investors
Frontier Investment Consulting Vic www.frontieric.com.au Investment objectives and strategies, portfolio construction, economic and market analysis
HMH Financial Services VIC www.hmh.com.au Shares and managed funds, mortgage and property investments, superannuation and SMSFs
JANA NSW, Vic www.jana.com.aujana Asset consulting services and retail investments
KlearPicture Vic www.klearpicture.com.au Strategic property investors
Lime Super NSW www.limesuper.com.au Self-managed super funds
Mercer Wealth Solutions National www.mercerwealthsolutions.com.au Superannuation, retirement planning, financial advice and insurance
MLC National www.mlc.com.au Investment advice, tax advice, wealth protection, debt management and retirement planning
Moneytree Partners NSW, Vic www.moneytree.com.au Financial advice, property investment and mortgage broking
North West Financial Services Qld www.nwfs.com.au Financial advice, managed funds, direct shares, insurance and superannuation
Perpetual National www.perpetual.com.au Investing, superannuation, DIY super funds, retirement, tax advice and insurance
Perpetual Growth Financial Services SA www.pgfs.com.au Investment advice, superannuation, insurance, portfolio management and savings
Portfolio Managers Vic www.portfoliomanagers.com.au Financial planning
Risk and Investment Advisors Australia NSW www.riaa.net.au Insurance, investment, property, finance and advice
RM Capital WA www.rmcapital.com.au Investment advice, securities trading, derivatives, estate planning and insurance
Stanford Brown NSW www.stanfordbrown.com.au Private wealth management, retirement planning, self-managed superannuation funds
Wheeler Investment Advisors Vic www.wheelers.com.au Financial planning, investment advice, superannuation, share trading and risk management
Wholistic Financial Solutions ACT www.wholisticfinancialsolutions.com.au Tax advice, self-managed super funds, business loans, financial planning and property
Wren Investment Advisors Vic www.wrenresearch.com.au Deposit products, options and warrants, foreign exchange, managed investments and superannuation

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