The questions in this section will help you
interview and evaluate financial planners to find the one that’s right
for you. You will want to select a competent, qualified professional
with whom you feel comfortable, one whose business style suits your
financial planning needs.
10 Questions to ask when choosing a Financial Planner:
1. What are your qualifications?
2. Please could you explain your methods of remuneration (fees or commission)?
3. Do you belong to a professional body - if yes which one?
4. How many years’ experience do you have in giving advice?
5. Do you have any references?
6. Are you a licensed financial services provider and what is your number?
7. What "after sales back-up" do you provide?
8. What can I do if I am dissatisfied with your services?
9. What is your marketing plan and how does it apply to my investment with you?
10. Which product providers do you support?