How to Choose an Investment Advisor in Sydney
Financial advice isn’t cheap but it’s worth it if you’re smart about choosing an adviser. Ensure they’re licenced by the Australian Financial Services (AFS) Commission and that their fee structure is transparent. A good financial adviser will work with you to understand your situation and goals, then develop strategies to help you achieve them. This might include budgeting, debt management, superannuation strategy, retirement planning and estate planning. They’ll also consider taxes and insurance.
Whether you’re looking for an Investment advisor in Sydney in Sydney or elsewhere in Australia, it’s important to find out what your options are before you sign anything. Then you can compare costs and benefits to choose the best adviser for your needs.
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Brenton is a leading Sydney-based Financial Planner and Investement Advisor who separates advice from commissions, delivering genuine value to clients. Consistently ranked as one of Sydney’s Top Financial Advisers (Adviser Ratings), Brenton has won numerous industry awards for his advice, including a 2015 National Investment Adviser of the Year award and SMSF Adviser of the Year. He speaks and writes regularly on Financial Planning matters and is a past contributor to the Australian Financial Review and The Age. He has a Chartered Accountants Australia and New Zealand (CA) designation and an Australian Financial Services License. In addition, he holds a Bachelor of Commerce degree from the University of Sydney. He was awarded Fellow of the Financial Planning Association in 2017. Having spent time in Asia-Pacific, he brings global perspective and a local touch to his advice.…