Ep 3 - Financial Planning Advice Buyer Beware!

Aug 31, 2020

Episode 3 – Financial Planning Advice Buyer Beware

Ep 3 is a discussion of some main points a Financial Planning Adviser Buyer needs to look out for to ensure they are dealing with one of the majority of ethical and professional financial planners in the marketplace and not the bad-apple minority that we only hear about in the news. These un-ethical and un-professional minority are dragging the industry down with them, and I feel it is important to provide an outline of the ways in which these people can be weeded out before they cause more destructions of people's livelihoods and the integrity of our industry as a whole. 

 

Although this podcast is designed specifically to talk Financial Planning & Business Management for business owners and operators, this episode would be of great benefit for all people who are thinking of engaging a Financial Planning professional. So please share!  

 

This podcast is brought to you by financial planning firm Manly Financial Services and investment manager Value Investment Partners.

The author, guests or sponsors, Manly Financial Services Pty Ltd  and Value Investment Partners Pty, Ltd and the sponsors respective Australian Financial Services Licensees, Futuro Financial Services Pty Ltd (AFSL 238478) and JRP Securities Pty Ltd (AFSL 455657), have prepared this podcast for general information purposes only and not as specific advice to any particular person. Any advice contained in this document is General Advice and does not consider any person’s investment objectives, financial situation and particular needs. Before making any investment decision based on this advice, you should consider, with or without the assistance of a securities adviser, whether it is appropriate to your particular investment needs, objectives and financial circumstances.

Although every effort has been made to verify the accuracy of the information contained in this document, the author, guests, sponsors and sponsors licensee’s, there respective officers, employees and agents disclaim all liability (except for any liability which by law cannot be excluded), for any error, inaccuracy in, or omission from the information contained in this document or any loss or damage suffered by any person directly or indirectly through relying on this information.