financial planner

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A financial planner or personal financial planner is a professional who prepares financial plans for people. These financial plans often cover cash flow management, retirement planning, investment planning, financial risk management, insurance planning, tax planning, estate planning and business succession planning (for business owners).

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    VIC Employee Committed Fraud - What to Do?

    - An employee (financial planner) forged another employee's (also financial planner) signature on SMSF establishment documentation. - Same employee used a business credit card without approval to pay for the documentation to establish their own SMSF. - Employee has advised another firm that...
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    WA Am I Required to Pay Financial Planner's Lawyer Fees?

    HI, I would like to take a financial planner to court for not providing appropriate advice. On the assumption that I have a case, and I wanted to represent myself, what would be some of my risks? In particular, I am aware that if I were to lose the case, I would have to pay some court fees...