Independent learning and free calculators. General information, not financial advice.
WORKING WEALTHYOUR MONEY, WORKING FOR YOU.
WORKING WEALTH / TRANSPARENCY

Check who gives
financial advice.

Know which official Australian registers to consult and what questions to ask a professional.

Start with ASIC

Financial advisers who provide personal advice on relevant investments, superannuation and life insurance products appear in the official Moneysmart Financial Advisers Register. It lets you inspect registration and authorisation information. ASIC also provides professional registers for entities, licensees and representatives.

Open the Financial Advisers Register ↗ · Search ASIC professional registers ↗

Questions to ask

  1. Which financial products and services are you authorised to advise on?
  2. What qualifications, experience and registration can I verify independently?
  3. What fees and conflicts of interest should I understand?
  4. Is the conversation factual information, general advice or personal advice?
  5. How will my information be used, stored and protected?
  6. What records and written documents will I receive?
  7. What is the complaints process if something goes wrong?

You can print this page using your browser. Working Wealth does not introduce visitors to advisers or receive a referral fee through this website.

Find what you need

Search runs in your browser. Nothing is sent to a search provider.