Ask a Planner

What should I expect when I see a financial planner? (Video)

01 February 2017

Brian May CFP®

Brian May is a financial planning and wealth management specialist, with over 20 years’ experience in financial services and international merchant and investment banking.

As part of the Financial Planning Association's Ask a Planner video series, Brian May CFP® answers the commonly asked question, "What should I expect when I see a financial planner?"

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This video contains general financial advice only. It is provided by an Australian Financial Services licensee (AFS licensee) or the employee or authorised representative of an AFS licensee as identified in the article.

General financial advice does not take into account your objectives, financial situation or needs, and you should consider seeking professional financial advice before acting on the general advice provided.