The planners represented by the practices, dealer groups or associations listed below, have undertaken a level of training within or external to their groups to enable them to advise on ASX listed products. In addition, they have also committed to attend a minimum of four ASX presentations and training sessions each year. These sessions cover a range of ASX listed products, thus assisting them in maintaining their knowledge of current market developments.
ASX does not regulate or supervise financial planner practices, dealer groups or associations and as such relies upon those groups to ensure the planners listed continue to met these requirements.
Financial planner group
|The Association of Independently Owned Financial Planners (AIOFP)
The Association of Independently Owned Financial Planners (AIOFP) is the nation’s largest association for independently owned practices. AIOFP members are not owned in any part by Financial Institutions and provide advice on products available across a wide range of providers. Members work on a fee for service basis, hold the prestigious and client relevant Certified Financial Strategist (CFS) designation and are experienced with ASX listed products.
|Capstone Financial Planning
Capstone Financial Planning is a national independently owned and operated financial planning licensee. Our network of experienced Advisers place a unique emphasis on you; developing a financial solution tailored to your very needs. The benefits associated with seeking financial advice are well documented - discover how a Capstone Adviser can assist you.
FMD Financial is a national privately owned financial planning business providing wealth management services to corporate and individual clients. FMD Financial has a team of highly skilled and experienced professionals that have one ambition: to provide a high-quality financial planning service that delivers strategic advice in a unique and personal fashion.
|Genesys Wealth Advisers
Genesys has an extensive network of wealth advisers across Australia who have the experience, knowledge and the resources to manage your wealth. Our mission is to create a belief in lifetime financial planning, because we see creating and looking after your wealth as a lifetime commitment. That’s why we recommend meeting with you regularly so we can provide wealth advice and guidance throughout the different stages of your life. Together, we can build the financial wealth that lets you enjoy the truly important things in life.
|Godfrey Pembroke Financial Advice Specialists
Godfrey Pembroke provides advice that is based only on achieving the best outcomes for you. That is what you get with Godfrey Pembroke. We don't take commissions on new investment business, and haven't done so since 2006. To speak with a trained professional who can find a planner that meets your requirements, go to our website for more information.
|Lonsdale Financial Group
Lonsdale Financial Group Limited (Lonsdale) is a dealer group supporting a network of over 250 financial advisers across Australia. Since 1985, Lonsdale has attracted qualified financial advisers and accountants with extensive industry experience. Lonsdale advisers are required to undertake ongoing professional development and training and provide their clients with a full range of financial planning services.
Professional advice is important, especially when it comes to your financial future. At Magnitude all our advisers are professionally qualified and experienced as we only work with the best, because you should only be given the best advice. Find a Magnitude adviser near you to get your financial future in shape.
|Professional Investment Services (PIS)
Through our national network of experienced financial advisers and accountants, Professional Investment Services (PIS) is able to provide quality financial advice. At PIS we understand the decisions you make on how to manage your finances through each life stage can be overwhelming. Working with a PIS adviser you will be provided with a complete solution designed to meet your specific financial needs and goals.
|RI Advice Group
We help you make the most of your finances. Whatever stage of life you’re in. We do this by considering your circumstances, helping you to set goals, and developing a financial plan to get you there. We can even do the leg work for you, giving you have more time to enjoy life.
Our advisers are part of a network of financial advice firms that have helped over 100,000 Australians build and protect their wealth – RI Advice Group, one of Australia’s oldest and best regarded financial advice groups.
ASX Accredited Listed Product Advisers (ALPA)
The attached lists detail contact points for successful candidates of the ASX Accredited Listed Product Adviser (ALPA) training program which is delivered by Kaplan Professional - a leading provider of vocational and postgraduate qualifications and continuing professional development for the financial services, tax and accounting and real estate sectors in Australia.
Details of Kaplan Professional and the ALPA program can be found at www.kaplanprofessional.edu.au.
The material contained within the 'Find a financial planner' section is information only. ASX does not represent or warrant that it is complete or accurate. The information is for education purposes only and any advice should be sought from a professional adviser. If you are seeking advice (including a recommendation or opinion) about a financial product you should consult an Australian financial services licensee. To the extent permitted by law, no responsibility for any loss arising in any way (including by way of negligence) suffered by anyone acting or refraining from acting as a result of this material is accepted by ASX.