Additional information


en			ru			jp

Finance Lounge

Add privatebanking.com as a search provider to your browser

Advanced Search

Private Banking & Wealth Management search tool

Search entity

Home

Australia and Pacific

Australia

Queensland

Buderim

Advisors & Consultants

Frohloff Financial Solutions

Back

Review Avg.
Reviews:	0

Contact Page

Additional information

Write Review

Browse Review

Additional information

Frohloff Financial Solutions

Overview:

Financial planning is the process of meeting your life’s goals through the proper management of your finances. Your life’s goals may include buying a home, saving for your children’s education and planning for retirement.

Generally, developing a financial plan involves:

Accessing your personal circumstances, risk tolerance and financial needs.
Working out what you want to achieve, how you might achieve it and understanding any problems you might encounter along the way
Investigating and deciding on the best way to make your money work for you
Benefits of financial advice

Professional financial planning advice:

Gives direction and meaning to your financial decisions
Helps protect and build your income or investments your income or investments
Assists you to plan major changes in your personal circumstances e.g. retirement
Allows you to see your financial decisions in the big picture
Provides a sense of security and peace of mind that you are on track with your financial goals
Choosing an FPA member as your financial planner

Australians who choose an FPA member as their financial planner can feel secure that they are professionals who put their client’s interest first. FPA members are bound by a code of ethics and rules of professional conduct higher than those required by law, and commit to achieve required levels of continuing professional development (CPD).

FPA practitioner members are qualified professionals who can help you decide on all your financial needs. FPA professional standards of conduct are enforceable, and recognised by external bodies such as regulators and the courts.

FPA Complaints & Disciplinary Scheme

All FPA members are subject to the FPA’s complaints and disciplinary scheme. FPA regulations require that any alleged breach of the FPA’s professional standards be investigated, and if warranted, referred to the FPA’s Disciplinary Committees. Serious breaches of the professional standards may result in heavy penalties, including censure, fines and – in extreme cases – suspension of FPA membership.

Financial Industry Complaint Service

All Principal members must be members of an approved external complaint resolution scheme, the Financial Industry Complaints Service (FICS). Principal members and the activities of all their Authorised Representatives (both FPA members and non-members) are subject to the FICS. Clients may lodge a complaint for financial loss with FICS as a result of a breach of the FPA’s professional standards.

Back

Privatebanking.com

Get the attention you always wanted and promote your corporate image and standing by benefiting from our state of the art interactive web presence.

Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

©	Copyright by PRIVATE BANKING.COM 2002- - All rights reserved.