Find an adviser

How do you find an adviser?

There are many ways to find an adviser. These include personal recommendations from friends and family, through your bank, the internet or the phone book.

To help you find an adviser in your area the Financial Planning Association of Australia (FPA) has set up a financial planning company directory and referral service. To view the directory or find out more about how the FPA can help you, visit the FPA website.

Find an adviser close to you

OnePath can also help you find an adviser. Complete the online form so that we may arrange for one of our financial advisers to call you at your earliest convenience.

Alternatively you can call a member of OnePath’s Advisory Network:

• Financial Services Partners
  Call 1800 006 216 or visit http://www.fspartners.net.au/
• OnePath Financial Planning
  Call 1300 550 805 or visit http://www.onepathfp.com.au/
• Millennium3 Financial Services
  Call 07 3902 9800 or visit http://www.millennium3.com.au/
• RetireInvest
  Call 1800 684 653 or visit http://www.retireinvest.com.au/

What should you look for?

Your relationship with your adviser is key to establishing a successful financial plan. It is important that you look for an adviser who is:

• qualified and authorised to advise you on all the financial matters you may be interested in
• effective at communicating with you, including listening to and answering your questions and explaining terms
• able to understand your ongoing needs and works to accommodate them within your financial strategy
• experienced in dealing with people in a similar situation to you
• clearly outlines their expertise and the service you can expect.

As the relationship with your adviser has the potential to become a long term one, you need to feel comfortable with your adviser on a personal and business level.