The key advantage of an independent financial advisor is that they will assess your financial health and provide financial advice with genuine autonomy.
To qualify, certified independent advisors must satisfy these criteria:
- Have no ownership links or affiliations with financial institutions, super funds or insurance providers.
- Not accept commissions or volume-based payments related to the placement of a financial product.
- Not receive any other gift or remuneration that may reasonably be expected to influence the advice provided.
The team at Plutus Financial Guidance are practising members of The Certified Independent Financial Advisors Association (or CIFAA).
CIFAA guides Australians on how to find financial advisers who practice without incentive and conflicts. Members of CIFAA are not aligned with banks, financial institutions, super funds or insurance companies, nor do they receive payments or commissions from these bodies.
For practising members, such as the expert team at Plutus Financial Guidance, the “Certified Independent” symbol represents CIFAA’s seal of approval, helping Australians select a financial adviser who operates without incentives or conflicts of interest.
At Plutus Financial Guidance, we firmly believe that the best results come from a close relationship with a trusted & entirely independent advisor.
Your Local Financial Advisor
Vince Lam is a Professional Accountant and a Certified Independent Financial Advisor with almost two decades of experience.
He holds the Certified Practising Accountants (CPA) designation and is an Accredited Aged Care Professional.
Please feel free to book a consultation today. We look forward to helping you protect your wealth and achieve your life goals.