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Contact Us

0409 594 044
07 5442 2764
dougiqmoney@bigpond.com
613 Blackall Range Road West Woombye QLD 4559

ASIC’s view on vertical integration

A vertically-integrated adviser is one who is authorised to operate under the licence of a company, such as a bank, that also sells financial products. These ‘advisers’ are often criticized because their ‘advice’ almost always includes a recommendation to buy one of their bank’s products. We choose to be licenced by what is known as a non-aligned licencee. That means that there are no ‘in-house’ products for us to sell. This article appears in Money Management magazine – a publication meant mostly for financial advisers, not their clients!

ASIC’s concerns on vertical integration and best interests
 
 
Looking at the economy with a long-term viewpoint Changes to the Age Pension from 1 January 2017
Articles We Wish We Had Written, Other

How wealthy are you compared with other Australians?

Financial Planning For Doctors Ebook, Other

Chapter 12 Retirement

Financial Planning For Doctors Ebook, Other

Chapter 11 – Debt and GPs

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© iQ Money Management 2021
ABN 70 639 326 654 | Financial Services Guide | Disclaimer

Douglas Tognolini is an authorised representative (264044) of Libertas Financial Planning Pty Ltd (AFSL 429718).


General Advice Warning

All strategies and information provided on this website are general advice only which does not take into consideration any of your personal circumstances. Please arrange an appointment to seek personal financial, legal, credit and/or taxation advice prior to acting on this information.