Our network of advisers

What are your advisers’ qualifications?

Financial Advisers in our network are qualified financial advisers and some may hold a Masters in Financial Planning or are a Certified Financial Planner by the Financial Planning Association. They also undertake regular training to help keep their financial advice skills and knowledge current and to help keep them up to date on industry best practice.

If you would like further information on a particular adviser’s qualifications, you can refer to ASIC’s Financial Adviser Register.

What sort of products do you recommend?

Our network of advisers has access to a broad choice of products that allows them to tailor advice solutions to your unique circumstances and goals. Our network of advisers can provide advice across a diverse range of products, services and providers, which may include:

• Investment platforms
• Managed funds
• Insurance products
• Listed securities
• Separately managed accounts; and
• SMSF providers.
  

The range of investment and insurance products an adviser can recommend is provided on an approved product list and has gone through a stringent quality assessment. You can ask your adviser in your meeting for a copy of their approved product list.

Are there any hidden fees or commissions?

For all new clients our network of advisers work on a fee-for-service model and fees are always made clear up front. There are no hidden fees or surprises.

Financial advisers and licensees no longer receive ongoing commissions from financial product providers when their clients invest in any new super or investment products. Some financial advisers in our network of advisers and licensees may receive commissions from insurance providers when their clients take up insurance products that they recommend.

If you receive personal financial advice, your adviser will provide you details of any fees, commissions and any other benefits, in the written advice.

Transparent fees

We’re committed to being upfront and open about all fees. Your adviser will always tell you exactly what their advice will cost before you sign up. Any advice fees will be documented and approved by you through the advice process.