Financial Planner

Jan 2021Karen Millers

A licensed financial planner provides financial advice and personal financial plans covering many aspects of personal finance.

Depending on the level of engagement you are looking for, a financial planner can work with you to identify your short and long-term financial goals and recommend suitable strategies and products to help you achieve those goals.

Some key areas where financial planners can help investors include budgeting, debt management, investment strategy, retirement planning, insurance, and superannuation.

Shares, managed funds, and listed property trusts are all popular investment vehicles among financial planners.

Most financial planners are not qualified to provide advice on direct property unless they are also a QPIA, so remember to seek advice on any property investments from a Qualified Property Investment Adviser (QPIA).

When looking for a financial planner be sure to look for membership with the Financial Planning Association of Australia (FPA). Membership with PIPA is also highly desirable.

Start your search for a financial planner to help you with your property investment journey

  QPIA Accredited members

We strive to bring accountability, ethics, and education to the property investment industry.

PIPA exists to improve the professional standards of anyone providing property investment advice to consumers. Our voluntary Code of Conduct means that members adhere to a high set of professional standards to help protect consumers. Qualified Property Investment Advisers (QPIAs®) have the highest form of industry-recognised, specialist training and can be trusted to provide tailored and unbiased advice to consumers.

PIPA also regularly produces research, analysis, and publications to help educate our members, media, and consumers about the property investment sector.

By signing up for our newsletter, you will gain access to two of our most valued resources – the Annual Investor Sentiment Survey report and the quarterly PIPA Adviser e-magazine.

2023 Investor Sentiment Survey

The Annual PIPA Investor Sentiment Survey is a rare snapshot of the buying intentions of property investors.

PIPA Adviser Magazine

The PIPA Adviser provides the latest research on market conditions, including forecasts for next year.