FAQs

Here are answers to some of the most common questions you may have. If you cannot find the answer you are looking for, please click here to contact us.

GENERAL

Founded in 2016 and based out of Perth, Western Australia, The Trusted Adviser is a network of Australia’s best financial advisers, united by a common purpose – advancing individual and national prosperity. Our goal is to inspire more people to work with trusted financial advisers.

You can ask your adviser or you can search here.

Access to the Trusted Adviser network is for the best advisers. As a result, not all advisers are part of the program. They must become eligible.

The Trusted Adviser has developed a framework and guidelines for being part of the network. This includes:

  1. Current representative or authorised representative of an AFSL holder
  2. Member of an approved professional association (Financial Planning Association of Australia, Association of Financial Advisers, SMSF Association, Independent Financial Advisers Association of Australia)
  3. No banning orders or disqualifications recorded on ASIC register

The Trusted Adviser has developed a framework and guidelines for being part of the network. This includes:

  1. Current representative or authorised representative of an AFSL holder
  2. Member of an approved professional association (Financial Planning Association of Australia, Association of Financial Advisers, SMSF Association, Independent Financial Advisers Association of Australia)
  3. No banning orders or disqualifications recorded on ASIC register

Our Privacy Policy can be found here

Great, contact us here.

The Trusted Adviser is free all thanks to our incredible group of financial planners volunteering their time to help out every day Australians. By having a group of like-minded and community focused advisers, we are able to have someone available to answer any questions you might have. All advisers have also gone through a selection process to ensure we have only the top trusted advisers in Australia offering advice.

No catch! Our aim is purely to give Australians access to quality financial advice. We have come to understand that many people often don’t need a holistic valuation of their finances to make a difference to their lives. So we’ve simplified the traditional approach to getting financial advice in order to help solve any questions you may have. You can ask anywhere, anytime!

All of our advisers are ready and waiting for your question! When a question is asked through our site, it is sent to all of our advisers. From there, one of our advisers will pick up the chat and answer your question in real time. Simple! If you want to speak to a specific adviser, we have their bios and contact information on our site for you to check out.