Accountant or Financial Planner - Which is best for me?
March 7, 2008 by Josie Kay · Leave a Comment
Q. I am confused as to whether I need to seek advice from a financial planner or accountant in relation to my investments?
Josie’s Answer - Your accountant is a great help to get through your personal finance maze.
Technically they are really good on tax matters e.g. which work expenses you can claim on your tax, but personal finance is about a lot more than tax. If an accountant does not have an Australian Financial Services License or is one of its authorized representatives, they are not licensed to provide advice on financial products. Read more
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