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Investment & Insurance Advisory Centre

The Investment and Insurance Advisory Centre was established in 1994, is locally owned and continues to provide professional financial advice to existing and new clients within and around the Riverina and Southwest Slopes.

The Investment & Insurance Advisory Centre - Rowan Wadley, Tracey Nuttall and Rick Collins - are Authorised Representatives of Meritum Financial Group Pty Ltd, an Australian Financial Services Licensee, AFSL 245569 ABN 93 106 888 215 Registered office at 105 – 153 Miller Street North Sydney NSW 2060 and a member of the National Australia group of companies.

Investment and Insurance Advisory Centre are committed to providing you with the insight you need to grow and protect your wealth at every stage of your journey. Our Understanding Series is designed to help you get the most from financial advice, providing the expertise, strategies and resources you need to create value from your investments and financial solutions.

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Any advice in this publication is of a general nature only and has not been tailored to your personal circumstances. Please seek personal advice prior to acting on this information.

 

What to look for when choosing a Financial Advisor

A good financial advisor offers discreet, comprehensive service that is tailored to the circumstances of you and your family. Rather than merely trying to sell you a product or tool, your financial advisor should be focused on helping you achieve your financial goals. They do this by: