How Find A Financial Planner Works
Conduct A Free Search
Enter your postcode and answer a few questions to help us determine the type of advice you require.
Get Matched Based On Your Needs & Location
You’ll be instantly matched with a local financial planner who specialises in the type of advice you require. This means you’ll get the expert advice you require without paying for services you don’t need.
Review Your Match & Receive Contact
The financial planner contacts you to discuss your situation, advice needs and offer a quote. You can instantly view the planners bio, experience, qualifications and client feedback.
Why not try our search for yourself – Start your search
10 Reasons People Search With Us
It’s 100% FREE to use the matching service. That means it’s free to search, free to review your matches and free to contact! There nothing to pay, no contacts, no catches – and there never will be!
Unique Matching System
Get matched based on both your location and advice needs. This means you’ll get the expert advice you require without paying for services you don’t need.
Extra Layer Of Security
Every financial planner listed on www.findafinancialplanner.com.au must pass the Financial Planning Client Advocate’s (FPCA) stringent application process and interview.
No Bias Or No Conflicts Of Interest
We’re not owned by a financial institution, product provider or advice company. That means we’ve got no bias or conflicts of interest.
Our Free Resources
We want to do more than connect you with the right advice. That’s why, after you search with us, we provide you with free resources to help you navigate the financial planning process.
Fast & Easy
There are only four simple steps to complete before you’re matched with a financial planner. Usually, this whole process occurs instantly – so you can review your matches today.
If we don’t currently have an FPCA approved financial planner that matches your location and specific advice needs – then we’ll help you find one. And yes, it’s still 100% free!
Safe & Secure
We take your privacy seriously and will never sell, rent or trade your personal details with anyone.
After conducting your search, if you’re not completely satisfied with your match their no obligation to meet the planner.
Australian Owned & Operated
We are Australian owned and run organisation with its head office located in Melbourne, Victoria.
You can read testimonials to see what people have been saying about our FREE service