- Published on 29 Jan 2024
- - What is Financial Planning?
Your peace of mind is in your hands
Ensuring Financial Confidence: Checking Adviser Credentials
For both new and existing clients, verifying adviser credentials is paramount for financial peace of mind. The MoneySmart website provides a valuable resource for this purpose, offering a comprehensive database of registered financial advisers across Australia. By checking their adviser's credentials on this platform, clients can ensure they are working with qualified professionals who adhere to regulatory standards.
The Importance of Due Diligence
Engaging with a registered financial adviser instills confidence in the advice and recommendations provided. It signifies that the adviser has met stringent educational and professional requirements set by regulatory bodies. Whether seeking financial guidance for investments, retirement planning, or insurance, conducting due diligence on adviser credentials is a crucial step toward informed decision-making.
Accessing Reliable Information
The MoneySmart website serves as a reliable source of information, allowing clients to access details about an adviser's qualifications, experience, and any disciplinary actions. This transparency empowers clients to make informed choices about their financial future. It's a simple yet essential practice that can safeguard against potential risks and ensure a positive client-adviser relationship.
Building Trust and Confidence
For both new and existing clients, the process of checking adviser credentials demonstrates a commitment to financial prudence and accountability. It fosters trust and confidence in the adviser-client relationship, laying the foundation for effective collaboration in achieving financial goals. By utilising the resources provided by MoneySmart, clients can navigate the financial landscape with clarity and assurance.
Take Control of Your Financial Future
In today's complex financial environment, ensuring the credibility of your financial adviser is non-negotiable. By checking their credentials on the MoneySmart website, clients take proactive steps towards securing their financial future. It's a simple yet powerful way to safeguard investments, protect assets, and achieve long-term financial success.
Simply go to the MoneySmart website at https://moneysmart.gov.au/ and drop down the ellipses button on the top left-hand side and choose investing and planning. A paragraph will appear on the right-hand side of the site. Under the heading Financial Advice, select Financial Advisers Register and start your search. Once the result has appeared, click on the hyperlinked name to read all about that person. Details, including confirmation of current authorisation, licence details, areas licenced to provide advice, disciplinary actions (if any), and qualifications and training, are outlined for your information.
Please see https://moneysmart.gov.au/financial-advice/financial-advisers-register#!id=000237243 for a detailed breakdown of Anthony Stedman CFP credentials
Why not take the next step and talk to a qualified financial planner who has all the required credentials?
LifeTime Financial Group are specialist (holding appropriate accreditations) advisors who are ideally positioned to assist you with potentially accessing your financial planning needs.
If you would like to discuss your wider financial planning needs, why not call us today at 03 9596-7733? There is no cost or obligation for our initial conversation or meeting.
Alternatively, please make an appointment using our online booking system (Blue button above)
LifeTime Financial Group. A leading privately-owned Melbourne-based Financial Planning practice with no ties to any