Financial Fraud Protection Series
Episode #3 Choosing a Financial Adviser
Welcome to episode #3 of the Financial Fraud Protection series with Glenn Dibley, where he highlights 4 steps to embrace when choosing a Financial Adviser.
By following these simple steps when engaging an Adviser, will help give you peace of mind.
Step 1 Ensure the Financial Adviser is qualified and licensed. You can check this on the Money Smart website.
Step 2 Check their Google reviews.
Step 3 Word of mouth has a lot of credibility. So where possible get a referral to a good Adviser
Step 4 Bring a family member or friend with you to the first meeting. This can give you some assurance and support.
In this short video Glenn will walk you through practical steps to ensure you engage the right Adviser for you.If you feel you need support please reach out. Fortunately there is plenty of support services available.
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