Category Archives: Financial Advice

The value of comprehensive financial advice

There are two ways you can go when seeking financial advice; get comprehensive advice or limited advice. Distinguishing between the two is straight-forward. Comprehensive advice is advice for all aspects of your financial position. Limited advice is where the scope of advice is restricted to predetermined areas of your financial position, such as superannuation, insurance, […]

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Financial advice reforms to (finally) become effective in 2013!

It’s now been nearly 3 years since the Government first announced its Future of Financial Advice (FoFA) reforms in April 2010. Since this time there has been much discussion and debate over the proposed changes and this has led to various amendments and plenty of fine-tuning. However, the reforms (albeit, significantly revised) have now been […]

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Consumers to benefit from lift in financial advice standards

The Accounting Professional and Ethical Standards Board (APESB) recently proposed a new standard applying to accountants who are also licensed and qualified to provide financial advisory services. The standard, known as APES 230, will apply to accountants who are members of the three main Accounting Bodies; the Institute of Chartered Accountants of Australia (ICAA), CPA […]

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Get your questions answered during Financial Planning Week 2012

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Financial Planning Week is an annual campaign run by the Financial Planning Association of Australia (FPA) to promote financial advice in the community. As part of the campaign, the FPA will again be offering ‘Ask an Expert’; an online question and answer service to give Australians an insight into how financial planning can benefit them. […]

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Flawed financial advice laws rushed through the Senate

The Future of Financial Advice (FOFA) reforms, originally proposed by the government on 26 April 2010, were made law last week. The reforms take effect from 1 July 2012 but there will be a one year transition period before all financial planners must abide by them (i.e. from 1 July 2013). Furthermore, the reforms were […]

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Terminal illness: Why you need financial advice

Being diagnosed with a terminal illness is one of the most traumatic events you could ever go through. In many cases it’s also completely unexpected, so with the exception of existing insurance policies such as income protection, life insurance and trauma cover, you won’t have planned for it. Obtaining financial advice during this difficult, emotionally-challenging […]

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Your lifestyle and financial security: are they protected today and for your future?

Meeting with new clients is always an interesting experience. Getting to know new people and their situation is arguably the most important step of the financial planning process. It’s during this time that a financial planner develops an intimate understanding that goes far beyond the clients’ financial situation. For instance, a person’s needs, concerns, personal […]

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Finding someone you can trust is arguably the biggest challenge when looking for financial advice. Not only that, it’s vitally important. Think about what you’re actually needing when you engage the services of a financial planner. You’re needing someone to give you advice about one of the most personal, sensitive and emotional aspects in your […]

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    Financial Planning Expert is an independent financial planning business based in Melbourne. We provide genuinely independent and conflict free financial advice. We’re experts in self-managed superannuation fund (SMSFs) advice and strategy, retirement planning, property and share investment advice, life and income protection insurance, tax planning, asset protection, estate planning and advice for Australian expatriates.