RSM Australia

Tips to find the best financial adviser to suit your needs

Wealth Management Insights


Need some help in considering how to find the right financial adviser?

Trust -

It really boils down to trust (confidence and reliance on integrity), likeability and what suits you – Advisers that are able to explain or demonstrate strategies which may be complex in nature at a level you understand. Ideally they are clear, transparent, they demonstrate value and give you the confidence that they have your best interests are at heart.

Advice -

Every Financial adviser is different, you will likely receive different or slightly varying advice from each individual adviser you meet – in which all advice may be appropriate to your needs.

Different Opinion -

Don’t be afraid to obtain multiple opinions from different advisers before committing to one individual, friends and family or other professionals (accountants and solicitors) are often good resources, they will likely have an existing relationship with someone they trust.

Conduct your own due diligence –

Like a good apprentice, advisers with 3+ previous years’ experience as a Paraplanner (a person within the Financial Services industry that helps plan and prepares Statements of Advice documents, financial modelling and other financial planning documents) will have a sound foundation of planning concepts, compliance and strategy construction. The internet is a powerful research tool – use it to your advantage, seek the Financial Advisers company profile details, also view qualifications, training and any disciplinary actions can be found via

This article has been prepared by RSM Financial Services Australia Pty Ltd ABN 22 009 176 354, AFS Licence No. 238282. This article does not take into account your individual objectives, financial situation or needs. You should assess whether the information is appropriate for you and consider talking to a financial adviser before making an investment decision.