News

5 questions to ask your financial planner

Financial PlanningHere at Taylord Financial, we understand the importance of finding the right financial planner for your needs, goals and life stage.

In a recent article published  by Money & Life it was highlighted the importance in checking that your chosen planner is professionally licensed and qualified to provide you with advice.

This article states the five questions to ask a financial planner at your first meeting:

1. “Are you a member of the Financial Planning Association (FPA)?”
2. “Are you a CERTIFIED FINANCIAL PLANNER® professional?”
3. “Is your firm licensed to provide financial advice?”
4. “How do you charge for your services?”
5. “What’s your specialty?”

Financial Planners who are an FPA member, CERTIFIED FINANCIAL PLANNER® professional or an FPA Professional Practice can be found on the FPA Website
Click here to find Dereks

Source: Money & Life, 7th Feb 2017

Contact Us

Address: 14-17 The Crescent
Penrith NSW 2750
Phone: (02) 8073 7499
Mobile: 0416 543 810
Fax: (02) 8834 0716

Company Info

© Taylord Financial Solutions
ABN: 17 167 986 601
Website Sitemap
Developed by: I'm The Black Sheep

Authorised Representative of WealthStream Financial Group ABN 35 152 803 113
Australian Financial Services Licence 412079
WealthStream Address: G02, 1 Eden Park Drive, Macquarie Park, NSW, 2113

General Advice Disclaimer
The information on the Taylord Financial website is general in nature and does not take into account your personal circumstances, financial needs or objectives. Before acting on any information, you should consider the appropriateness of it and the relevant product having regard to your objectives, financial situation and needs. In particular, you should seek independent financial advice and read the relevant Product Disclosure Statement or other offer document prior to acquiring any financial product