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Find a Planner

Here’s how to search for a financial planner

24 September 2019

Money & Life team

Money & Life contributors draw on their diverse range of experience to present you with insights and guidance that will help you manage your financial wellbeing, achieve your lifestyle goals and plan for your financial future.

Looking to get advice from a financial planner in your area?

Maybe your parents or close friends spoke about the benefits of seeing their financial planner. Have they been encouraging you to go see their planner, but you want to find out more yourself? Look no further. You can use Find a Planner.

What is Find a Planner?

Find a Planner is the Financial Planning Association of Australia’s (FPA) free online directory of financial planners. You can trust that when you use Find a Planner, you will find experienced financial planners who uphold high professional and ethical standards.

During your search, you can also filter your results so that you only find CERTIFIED FINANCIAL PLANNER® professionals, who are globally recognised as having achieved the highest education and ethical standards of financial planning.

How does it work?

Find a Planner is an online directory with a few filters to help you narrow your search. You choose the location and Find a Planner will bring up all the relevant financial planners. You can filter the results further by languages spoken or you can choose to search for CFP professionals exclusively.

How is it different from Match My Planner?

Although both services help you connect with a financial planner from the FPA, there are some differences and depending on your circumstances, one tool might be better for you over the other.

Find a Planner is the FPA’s directory showing all financial planner members. If you know the name of a financial planner and wish to find out more information about them, this may be the tool better suited for you. Additionally, you can call or email a financial planner directly as their contact details are available on each planner’s listing.

Match My Planner is better suited for those who don’t know where to start when looking for a financial planner. Through the service, interested CERTIFIED FINANCIAL PLANNER® professionals reach out and you can get to know them better in a no-obligation, safe environment until you feel ready to arrange a meeting in-person or over the phone.

Whichever service you choose, feel confident knowing that you will connect with highly reliable and knowledgeable financial planners.