Financial planner
A financial planner or personal financial planner is a qualified financial advisor. Practicing in full service personal finance, they advise clients on investments, insurance, tax, retirement and estate planning.
| Personal finance |
|---|
| Credit · Debt |
| Employment contract |
| Retirement |
| Personal budget and investment |
| See also |
As a general rule, a financial planner’s work can:
- integrate into the range of professional services (eg: lawyer, accountant); or
- integrate into the offer of a range of financial products and services (eg: financial advisor, insurance agent); or
- not be integrated into other products or services, providing stand alone financial planning.
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