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Because they are not licenced to give financial advice. A self managed superfunds for example are financial products and you need to be licenced to give advice. I am a lawyer and CTA for example, but I am about to get licenced so that I can advise people on SMSF - its silly really, but it would...

I can't see how a non lawyer could give estate planning advice. There is no point going to a planner and paying for advice which basically says "get a will done and a power of attorney". Pointless. Might was well go to an appropriate lawyer who can actually draft a will, plan for passing on your...

Someone licenced to give financial advice. Yes, many, if not most, financial planners/advisors are just sales people.

I am setting up as a financial advisor on 01 Mar. I will e focusing on strategy rather than products. With A lump sum like that there may be several simple strategies you can implement such as 1. Pay down a non dedu tible loan and reborrow to invest 2. Gift to a discretionary trust and have...