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We are still adding verified financial advice listings in Tullah. The guidance below applies wherever you are looking in Australia.
Financial advisers can help older people and families plan for retirement income, aged care fees, and Centrelink or Department of Veterans' Affairs entitlements. Aged care fee planning in particular is a specialist area, because accommodation payments and means-tested fees interact with the Age Pension and a person's assets.
In Australia, anyone providing personal financial advice must be a current authorised financial adviser recorded on ASIC's Financial Advisers Register. Our Mate lists advisers so they can be found, but it is a directory and does not provide financial advice.
Financial adviser listings are seeded from ASIC's Financial Advisers Register; the verification date is shown on each listing's detail page.
Authorised financial advisers are recorded on ASIC's Financial Advisers Register, which lists their current authorisation, qualifications, and any past disciplinary action. You can confirm an adviser's current status on that register before engaging them. Our Mate cross-checks adviser listings against the register.
Aged care financial advice covers how to fund residential aged care or home care, including how accommodation payments, means-tested fees, the family home, and the Age Pension interact. It is a specialist area, and some advisers focus on it. Our Mate is a directory and does not provide financial advice; speak with a licensed adviser.
No. Our Mate is a directory and does not provide financial advice. Verify an adviser's current status on ASIC's Financial Advisers Register and seek licensed advice before acting on anything to do with your finances.
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