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Financial Adviser (Sydney)

Financial Adviser (Sydney)

Old Sep 5th 2002, 10:55 am
  #1  
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Joined: May 2002
Location: Jersey, UK
Posts: 11
TerryB is an unknown quantity at this point
Default Financial Adviser (Sydney)

Hi All,

Can anyone recommend a good Financial Advice company in Sydney.

We arrive in Sydney on 8th October and would like to try and sort out and number of items such as Life Insurance, Pension etc.

Thanks for any assistance.

Terry
TerryB is offline  
Old Sep 5th 2002, 9:26 pm
  #2  
Geoff Lillico
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Default Re: Financial Adviser (Sydney)

"TerryB" <[email protected]> wrote in message news:[email protected]...
    > Hi All,
    > Can anyone recommend a good Financial Advice company in Sydney.
    > We arrive in Sydney on 8th October and would like to try and sort out and number of
    > items such as Life Insurance, Pension etc.
    > Thanks for any assistance.
    > Terry
    > --
    > Posted via http://britishexpats.com

They are ALL a lot of parasites! There are lots of them advertising in the local
press. AMP have handled my matters, but I make no recommendations.

Geoff Lillico
 
Old Sep 6th 2002, 7:43 am
  #3  
Paul O'Brien
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Posts: n/a
Default Re: Financial Adviser (Sydney)

Be sure your chosen adviser is:
1. a 'proper authority' holder;
2. licensed;
3. qualified to at least CFP status.

My further advice would be to choose a 'fee for service' provider. The advisers who
rely on 'Trailing' and other commissions will, in the end, cost you a lot more!

--
Paul O'Brien [email protected]

"TerryB" <[email protected]> wrote in message news:[email protected]...
    > Hi All,
    > Can anyone recommend a good Financial Advice company in Sydney.
    > We arrive in Sydney on 8th October and would like to try and sort out and number of
    > items such as Life Insurance, Pension etc.
    > Thanks for any assistance.
    > Terry
    > --
    > Posted via http://britishexpats.com
 
Old Sep 9th 2002, 4:10 am
  #4  
Keenan
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Posts: n/a
Default Re: Financial Adviser (Sydney)

Read last week in the Fin Review that 'wealthy' australians consider 95% of financial
advisors are untrustworthy because they take commissions ie they're salesmen. Best
do your own legwork!

Keenan

TerryB wrote:

    > Hi All,
    > Can anyone recommend a good Financial Advice company in Sydney.
    > We arrive in Sydney on 8th October and would like to try and sort out and number of
    > items such as Life Insurance, Pension etc.
    > Thanks for any assistance.
    > Terry
    > --
    > Posted via http://britishexpats.com
 

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