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Questions to ask a financial adviser · 1. How will you make sure my money lasts as long as I need it? · 2. How can you help me to maximise my Age Pension. WHAT SERVICES DO YOU OFFER? WILL YOU HAVE A FIDUCIARY DUTY TO ME? WHAT IS YOUR APPROACH TO FINANCIAL PLANNING? 5 Questions to Ask When Looking for a Financial Advisor · 1. What Licenses, Credentials, and Certifications Do You Have? · What Services Does Your Firm Provide? Important Questions to Ask Your Financial Advisor · Are you a Registered Investment Advisor? · What are your qualifications and credentials? · What is your. 1. Please describe the history, size, ownership, and management of your firm. · 2. Is your firm registered with a securities regulatory body? · 3. Who are the key.
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