Financial Adviser (Sydney)
Sep 4th 2002, 10:55 pm
#1
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Joined: May 2002
Location: Jersey, UK
Posts: 11
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
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
Sep 5th 2002, 9:26 am
#2
Guest
Posts: n/a
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
> 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
Sep 5th 2002, 7:43 pm
#3
Guest
Posts: n/a
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
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
Sep 8th 2002, 4:10 pm
#4
Guest
Posts: n/a
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
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
