Fees vary widely between and within funds. For example, Aware Super discloses that their fees for comprehensive range from $2,800 to $8,000. Specialist personal insurance, aged care or estate planning comes with a cost of between $660 and $6,000. These prices include GST.

Luke has over 20 years' experience in the real estate funds management industries, having held partnership and managerial positions in highly-respected firms within each industry. He's passionate about building long-term relationships with clients, and he takes great delight in helping clients achieve their goals.

The Retail Distribution Review, aimed at raising the standard of , was carried out in 2013, sparked by issues including mis-selling scandals. Some key elements of this reform were raising qualifications and cutting the commissions paid by pension funds and companies for selling their products.

are well placed to help you achieve your lifetime goals. Because any journey starts with good planning it is never too late to start. It is an your long-term well-being and that of your loved ones. Whether you are just starting to build upon savings or are on the verge of retirement, ...

Enter an address or zip code and click the find locations button. Find a Fiduciary Adviser Near You. FYG Planners have extremely high fiduciary standards. We do not accept unproven or untested methods and the advisers under our AFSL adhere to those standards. We understand finding a adviser you ...

The problem is that much of the shrinking industry is inadequately structured to meet this increasing demand. That's because many advisers continue to seek out the much desired "high net worth individual" (typically older people and retirees) from whom substantial -going fees can be derived; or are remunerated in such a way that they are incentivised to sell products ...

National Seniors members can also access up-to-date independent information on retirement options, Centrelink benefits, aged care, superannuation, estate planning, choices and more through our Literacy Service. The Literacy Service is an independent, confidential service funded by National Seniors ...

ASIC has released Information Sheets 276 and 277 to guidance to advisers and AFS licensees about the new requirement for advisers to be registered, following the Treasury Laws Amendment (2023 Measures No. 1) Bill 2023 receiving Royal Assent on 27 November 2023. From 1 February 2024, advisers, excluding ...

The leading wealth management firms, Morgan Stanley, Pitcher Partners and Macquarie Private Bank, have scooped the pool in Barron's 2023 list of 100 Top Advisers, taking ...

A adviser can help you make decisions and plan for the future. This might include about budgeting, investing, super, retirement planning, estate planning, insurance and taxation. 2. Choose the right for you. General or personal help you reach your goals.

Wealth Management. Our Advisers harness the firm's global resources and intellectual capital to help create a plan tailored to you and your goals. At Morgan Stanley , our fundamental objective is to first-class service while helping our clients achieve their goals. Banking & Capital ...

advisory services can help you enter the next stage of you and your family's long term success. Liston Newton Advisory expert to help you understand your specific situation, and gives you strategies to grow your wealth into the future. Liston Newton Advisory is rated 4.8 from 32 reviews.

The Advisers Register lists all individuals who are authorised and registered to as a adviser. The definition of a adviser is an individual who is: an Australian services (AFS) licensee, an authorised representative, employee or director of an AFS licensee, or an employee or director of a related body corporate of an AFS licensee

James received several awards, which include the Top 50 Panner in 2010 and 2012 and a national finalist in the Value of Awards by the Planning Association of . The at .com.au for retirement planning or transition to retirement, wealth ...

Advisers could attract these potential clients with a clear value proposition that shows them the value that . Younger Australians who have never invested are more likely to seek from a adviser (55% of next generation investors, aged 18-24 years, and 60% of accumulators, aged 25-49 years) versus 39% of retirees (aged 65+ years).

, there are two different types of one can receive from a : general, or personal. General . General is general by nature.

The advisers in the Program have agreed to a genuine fees for service basis. Where advisers are remunerated on a genuine fees for service you can be more confident that you are getting that is in your best interests. Before accessing the Program's referral list, you must:

Getting the right . A licence given by ASIC that allows people or companies to legally carry on a services business. This includes selling, advising or dealing in products. Only deal with licensed businesses. You are better protected if things go wrong and will have access to free dispute resolution services.

A adviser looks at your current position and goals and then recommends ways to achieve them. help you set goals, do a budget, choose superannuation, plan for retirement and advise on insurance and estate planning. In , advisers must be licensed by the Australian ...

ASIC regulates Australian companies, markets, services organisations and deal and advise in . As the services regulator, we license and monitor services businesses to ensure that they operate efficiently, honestly and fairly. These businesses typically deal in superannuation ...

Step 3: Read their services guide. Step 4: Questions you should ask an adviser. Step 5: Watch for the (not so) little things. Video: Finding a suitable adviser and making work for you. So, you've decided to see a adviser.

adviser details. When an AFS licensee appoints a adviser to the Advisers Register, it must the following information about the adviser: date of appointment to the AFS licence*. representative number. Australian Business Number (ABN) given name*. other given names.

Check a adviser. This is a register of people who personal , superannuation and life insurance. Use this register to find out where a adviser has worked, their qualifications, training, memberships of bodies and what products they can advise . To help you make the right decision ...

Emily-Jane van Kampen. Independent Advisers . Perth. Ms van Kampen says she can assist clients in the areas of tax-effective strategies, superannuation strategies, retirement planning, Centrelink entitlements, salary packaging, redundancy, estate planning and aged care .