Selecting a financial planner

You need to have trust and confidence in the professional standards of your financial planner and their capabilities to advise you now and in the future. Don't be afraid to ask your prospective financial planner questions about their:

  • Relevant qualifications such as a Diploma in Financial Planning and Certified Financial Planner (CFP) qualifications
  • Who they are licensed through
  • Length of financial planning experience
  • Areas of expertise eg superannuation and retirement planning
  • Membership of professional associations or bodies such as the Financial Planning Association of Australia (FPA) and the Association of Financial Advisers (AFA). You should also ask the financial planner how they calculate and charge for their services.

Selecting a financial planning organisation

You should expect that the company behind your financial planner is strong, well-resourced, experienced and reputable.

Some of the questions you may want to ask about the financial planning organisation are:

  • How old is the financial planning company, how large is it and who owns it? Is it backed by a larger financial services organisation?
  • What are the areas of expertise in which the organisation can offer advice?
  • What sort of clients does the organisation service?
  • Is the organisation backed by investment research, technical and support services?
  • Do they provide an ongoing portfolio review service?
  • What training does the organisation provide for its financial planners?

Why Bridges?

At Bridges, we believe financial advice makes a difference. Our advice covers a broad spectrum of financial planning and investment services and we are committed to providing clients with professional, ongoing advice and service.

Supported by a team of leading research and stock analysts, Bridges financial planners can assist you by evaluating your investments, developing a strategy and managing your own investment portfolio.

In providing advice to clients, Bridges financial planners must follow rigorous procedures to meet Australian financial services regulatory requirements. Our compliance regime maintains the professional standards of all Bridges financial planners.

For more information, refer to About Bridges.

To make an appointment with a Bridges financial planner, find an office near you.