How to Find the Right Financial Adviser - Spring Financial Group

Free seminar registration

Simply fill in your details to secure your spot today, places are limited.

 

«  Back to Seminars

Seminar: How to Find the Right Financial Adviser

Over the years we have found that there is a large gap between what the general public thinks a financial adviser does and what the normal adviser actually does.

This gap between perception and reality has many reasons and ultimately is destructive to people being able to access good advice. It has also contributed to an overall devaluation of the value of advice in the public eye.

This new seminar is designed to help you understand the issues and improve your ability to get good advice.

Current available dates and times are:

We run regular seminars on all key topics on both a scheduled and demand-driven basis. We even offer exclusive small-group seminars for you and your friends/colleagues.

Please register and we will contact you to confirm your booking for our next available seminar on this topic or schedule a specific day/time for your exclusive small-group seminar.

Duration

45 Minutes plus Q&A

Venue Details

The seminars will be held in the Spring Financial Group offices.

Sydney Head Office:
Level 11, 95 Pitt St
Sydney NSW 2000
T: 02 9248 0422

Melbourne Office:
Ground Floor, 99 King St
Melbourne VIC 3000
T: 03 9248 6001

Brisbane Office:
Level 36, Riparian Plaza
71 Eagle Street
Brisbane QLD 4000
T: 07 3121 3189

In this seminar you will learn:

  1. The value of good advice
  2. What is a good adviser?
  3. What does independence mean?
  4. The difference between financial advice and investment advice
  5. Why property is excluded from the majority of financial advice?
  6. The value of integrated financial and accounting advice
  7. How the business of financial advice works and who controls it?
  8. Case studies on the value of integrated financial advice