A recent article in the Australian Government Department of Human Services’ “News for Seniors” set out the Government’s thoughts on how to choose a financial Adviser.
It alerted readers to ensure they:
- Check the Adviser’s history on the Financial Planning Association (FPA) website to assess employment and qualification status
- Consult the Australian Securities and Investments Commission (ASIC) where a register also gives employment history but importantly, alerts readers to disciplinary actions against Advisers
- Make sure the Adviser has a License to offer advice in the area they are seeking
It also comments on the Department of Human Services’ Financial Information Service (FIS) who provide free, confidential and educational information for all Australians on financial issues.
Rothgard Financial Partners…
✓ Financial Advisers are all Members of the FPA
✓ Have never had an adverse findings from ASIC
✓ Are licensed to offer a full range of financial services advice
In addition we have a close relationship with Financial Information Service (FIS), so much so that we are on a selected Adviser list where we are invited to speak at FIS seminars. These are free sessions run regularly throughout the year. Because we are well versed in all areas of Centrelink and Department of Veteran’s Affairs (DVA) matters, we have a track record at these seminars of offering clear explanations on the Age pension application process and issues to be aware of for those at or nearing Age pension age.
Contact us for an obligation free discussion on your Centrelink and DVA concerns. You can be assured you are dealing with a firm that, as the “News for Seniors” article states– ‘have the right experience and qualifications to give you the level of service you need’.