Financial Adviser Meeting Preparation Checklist

This document is a checklist designed to assist individuals in preparing for a meeting with a financial adviser. It outlines the role of a financial adviser in helping clients achieve their financial and lifestyle goals. The document details the six steps involved in the financial planning process, which include gathering financial details, identifying financial needs and goals, recognizing financial issues and gaps, preparing a Statement of Advice, implementing recommendations, and reviewing advice. Additionally, it provides important questions to ask during the initial meeting to ensure that the advice received aligns with the individual's circumstances. The checklist also specifies the necessary documents to bring to the meeting, such as superannuation statements, tax returns, and details of assets and liabilities. The information aims to ensure that clients are well-prepared and can maximize the benefits of their financial planning meeting.