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Find a financial adviser

If you don’t have a financial adviser, we can help you find one. We offer a premium financial advice service through Perpetual Private Clients. Alternatively, the Financial Planning Association of Australia can also help you find an adviser in your area.

Perpetual Private Clients Financial Planning Association of Australia

Our financial advisers help individuals and families who may have complex situations or require sophisticated strategies to manage their investments, tax and financial affairs. We are located in mainland capital cities.

 

The Financial Planning Association of Australia (FPA)  is Australia’s professional body for financial advisers. Their website allows you to search for a financial adviser in your area and also provides information about the financial planning process and how it can help you.

 

How a financial adviser can help

If you don’t have the time, knowledge or resources to make an informed decision a financial adviser can be invaluable. It’s their job to stay abreast of investment markets and products, super and tax legislation and provide guidance based on your needs.

A financial adviser can:

  • help you identify your short, medium and long-term financial goals
  • help you decide whether an investment is suitable for your needs
  • recommend investment options and strategies in line with your financial goals and life stage
  • recommend appropriate structures to manage and protect your investments, eg trusts, DIY super funds
  • provide one-off advice or develop a comprehensive financial plan
  • provide ongoing reviews of your financial plan and investments, and recommend changes as your needs change
  • advise on personal insurance cover to protect your wealth
  • develop an estate plan.

The Australian Securities and Investment Commission also provides a practical guide to seeking financial advice and what to expect.

 

Perpetual or Perpetual Group means Perpetual Limited, ABN 86 000 431 827, and its subsidiaries. Perpetual Private Clients advice and services are provided by Perpetual Trustee Company Limited (PTCo), ABN 42 000 001 007, AFSL 236643. This information has been prepared by Perpetual and contains information contributed by third parties. It contains general information and is not intended to provide you with advice or take into account your objectives, financial situation or needs. You should consider whether the information is suitable for your circumstances and we recommend that you seek professional financial, tax and/or legal advice. The information is believed to be accurate at the time of compilation and is provided by Perpetual in good faith. However, the statements including assumptions and conclusions are not intended to be a comprehensive statement of relevant practice or law that is often complex and can change. To the extent permitted by law, no liability is accepted for any loss or damage as a result of any reliance on this information.