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Right now there are around 18,000 Financial Planners in Australia. Of this number, approximately 17,000 are tied to a large financial institution.

What does this mean for you?

It means around 94% of Financial Planners cannot provide independent financial advice to their clients. Put another way, only 6% of Financial Planners can act in the best interests of their clients, simply because they have no obligation to a financial institution.

Financial Planning Expert is an independent financial planning business. We have our own Australian Financial Services License and are not affiliated with any financial institutions. This means we can provide the best advice to our clients at all times.

As a subscriber to FPE update, you will receive comment and opinion from an independent voice on a range of topics affecting you and your money.

We do not aim to report on all things financial – we leave that to the media – and we are not interested in creating controversial headlines or sensationalising material. Where we identify something that could affect your financial well-being, we will tell you – in plain layman’s terms – what, why and how. Simple as that.

And don’t forget you can follow us on LinkedIn or become a fan on Facebook to keep updated on news and events.

Thanks again for signing up and I hope you enjoy!

Trent Alexander
Financial Planning Expert

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  • About Financial Planning Expert

    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.