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  10 Questions...You should ask 



You should ask a Financial Planner before he gives you financial advice:


  • 1. What are your qualifications?

  • 2. What is your method of remuneration (fees or commission) and explain?

  • 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?


     
 
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