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Investment Choice

Seeking Financial Advice

You should consider obtaining professional advice about your particular circumstances from a licensed financial advisor before making any financial or investment decisions, particularly if you are close to retirement.

Here are some tips for choosing a certified financial planner:

  • Ask if the firm is licensed by the Australian Securities and Investments Commission (ASIC) - the government regulator.
  • Check that the firm has indemnity insurance and is a Member of a professional body such as the Financial Planning Association.
  • Determine how long they have been in business and ask about their research facilities.
  • Understand how they will charge you. Do they charge a fee for service or rely on commissions from the amount of money you might invest? Some firms may charge a combination of both.
  • Make sure they are professional and impartial.
  • Ask yourself if you are comfortable with the financial planner that would be assigned to you.

The Financial Planning Association can put you in touch with a certified financial planner. Call them on 1800 337 301 or look up the Financial Planning Association website.

More Information

Customer Service Centre

For information about your superannuation entitlement, the payment of your benefit or about any other superannuation related matter, see the Customer Service Centre.

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