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. Do you belong to a professional body - if yes which one? 
   
3. Are you a CFP^® professional?
   
4. How many years experience do you have giving advice?
   
5. Please could you explain your methods of remuneration (fees or commission)?
6. Do you have any references?
7. Are you a licensed financial services provider and what is your number?
8. What "after sales back-up" do you provide?
9. What can I do if I am dissatisfied with your services?
10. Which product providers do you support?