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Choosing a financial planner: Where to start

 

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If you’ve decided you’d like to work with a financial planner, you have a number of options around where to find them, who to choose and how much you’d like to pay.

As First Nations Foundation CEO Phil Usher explains in this video, lots of people now get financial advice from their super fund, while others find someone independently. Phil shares some tips about how to make sure the financial planner is the right fit.

Through MoneySmart, you can search for a qualified financial planner by name and suburb/postcode. 

Other options

If you’re having trouble with money, you can also speak to a financial counsellor for free by calling the National Debt Helpline on 1800 007 007 or Mob Strong Debt Help on 1800 808 488. 

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