Choosing a financial planner
To decide if you need a Financial Planner simply ask yourself:
If you cannot confidently answer any of these questions, you may need a financial planner.
How to choose a financial planner?
Under the new legislation, only those financial planners with an Australian Financial Services License (AFSL) or financial planners who are an authorised representative of an AFSL holder can provide financial services. This includes a recommendation or opinion which either influences you to make a financial investment using a financial product or the provision of a financial product.
When choosing a financial planner, it may be sensible to make the following considerations:
For more information or to arrange to speak with one of our accountants or financial planners contact us now by submitting an online enquiry form or call 1300 QUINNS or on +61 2 9223 9166.
The Quinn Group - Providing the Total Solution
As a legal, accounting and financial planning firm The Quinn Group are able to offer legal and financial services in one location. Visit our Legal Services page to see our range of legal services.
Visit our Accounting Services page for more information on the wide range of Accounting Services that The Quinn Group can provide to you as an individual or a business.
Whilst we have 5 offices located in Sydney, we are also able to meet you at location convenient for you. Additionally, we have web and teleconferencing available for regional, interstate or international clients.