4 Points To Consider In Hiring Financial Planner In Australia

You can find a good number of financial planners in Australia but you need to set some standards in order to hire the right advisor. Hiring a professional and experienced financial planner in Australia is important if you want to have a clear direction on where you want to be in a few years’ time and 10 or 20 years from now. To hire the right advisor, here are some qualifications that you might want to check from the service provider.


A financial advisor can have different certifications and licenses. He can have CFP, CPA, CFA and ChFC. A Certified Financial Planner or CFP is considered to be the highest standard in the industry. In order to become a CFP, an advisor should have several years of experience in the field and should undergo an extensive course that comes with a six-hour examination that needs to be passed. Once the financial planner in Australia gets certified, he must go through continuing studies and should adhere to the strict ethical standards adhered by financial planners.

Professional experience

Some of the things that you might want to ask is the length of years the financial planner has been working in the industry including his professional background or his previous work. You might also want to ask the education background of the financial planner but more importantly, his experience in handling challenging and real life financial conditions.


Find out if the financial planner has criminal charges held against him or ongoing investigations especially those that are work-related or has unpaid liens or bankruptcy issues. You can visit your local financial advisor’s web directory to know more about the financial planner that you intend to hire.

Trust and confidence

Hiring a financial planner in Australia means you would have to disclose some of your personal financial information to the advisor. This is the reason why, you should hire a planner who you feel good about. Trust your instinct. If you feel like something is not right, try to look for another service provider and see if you will feel positive about the financial planner.