Choosing a financial planner can be a difficult process. It’s important to find one that you can trust with your financial future. As a professional financial planning organisation, we strongly advise a thorough due diligence process. In this eBook we tell you what you should be looking for, including appropriate licensing, registration, professional credentials, payment structures, conflicts of interest and identifying the specific services you need.
What you’ll learn about in this free ebook:
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Financial Spectrum Pty Ltd,
ABN 65 164 212 524
Corporate Authorised Representative of Climb Wealth Pty Ltd, Licence 409424
The Information provided is general in nature only and does not constitute personal financial advice. The information has been prepared without taking into account your personal objectives, financial situation or needs. Before acting on any information presented you should consider the appropriateness of the information having regard to your objectives, financial situation and needs. We highly recommend you seek professional advice to check how the information relates to your unique circumstances. Financial Spectrum is not liable for any loss caused, whether due to negligence or otherwise, arising from the use of, or reliance on, the information provided.
© 2021 Financial Spectrum
