Asking the Right Questions
Posted on Feb 12, 2008
in Financial Planning
The Australian Securities and Investments Commission (ASIC) has also made some suggestions on finding the right financial advisor for you. Here are a series of questions, which appear in ASIC’s Getting Advice booklet and some advice on what answers to listen for.
| Question to ask | What to listen for |
| How long have you been giving financial advice? | The more experience, the better. If less than 2 years experience, ask "Will anyone else in the business take a look at the advice you give me" |
| What kind of clients do you mostly see? | People with concerns like yours. |
| What are your clients mostly trying to achieve? | People with concerns like yours. |
| Do you take a special interest in any particular… |
