In this episode, we chat to Jenny Pearse (Marketing Consultant) and Nadia Docker (Compliance Expert) - to unpack what really matters when choosing a Financial Adviser. From communication style and credentials to compliance, scams, and digital presence, this conversation is packed with practical tips and real-world insights.
What We Cover:
✅ What to look for in a financial advisor (and what to avoid)
🧠 Why communication style and values alignment matter
📋 The standard six-step advice process explained
🚩 Red flags: product-pushing, rushed advice, call centre setups
🔍 How to use ASIC registers, advisor ratings, and Google to vet advisors
📱 The role of digital presence—and how to spot misleading content
💬 Why testimonials, reviews, and real stories matter
🧭 How to make informed, confident decisions about your financial future
Connect with Jenny
https://www.linkedin.com/in/jennypearse/
Connect with Nadia
https://www.linkedin.com/in/nadiadocker/Jenesis
https://www.jenesis.net.au/
Kinetic Compliance
https://www.kineticcompliance.com.au/
