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Can my accountant give me financial advice?

14th January, 2020

Your accountant may only give you financial advice on investments if he/she holds an Australian Financial Services (AFS) licence, or is an authorised representative of an AFS licence holder. ASIC’s financial advisers register can tell you where a financial adviser has worked, his/her qualifications, training, memberships of professional bodies and what products they may advise on. Before seeking financial advice we recommend that you should watch our video ‘Financial Advisers – The Facts and The Fiction’.

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