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Q: Hi, I have recently become the Executor of my dad’s estate. Through his current accountant, I have been recommended to see a Financial Planner as the whole estate is in ASX listed shares. I am worried about getting bad advice. What are some of the questions I should be asking the adviser to know if they are any good?
A: Hi James
Thanks for responding, I'm the sole beneficiary of the estate and although the shares have performed well over the years the accountant was a bit concerned about being too exposed to one asset class and thought I should find a good financial planner to discuss options. I haven't done this before so not sure of the questions I should be asking
Regards
Sam
question
Q: Hi, I have recently become the Executor of my dad’s estate. Through his current accountant, I have been recommended to see a Financial Planner as the whole estate is in ASX listed shares. I am worried about getting bad advice. What are some of the questions I should be asking the adviser to know if they are any good?
