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Please note: A complimentary subscription to Asset magazine is available to finance professionals working in the financial planning and funds management industries. If you do not qualify we will contact you and offer you the option of a paid subscription.

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Questionnaire

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Please note: A complimentary subscription to Asset magazine is available to finance professionals working in the financial planning and funds management industries. If you do not qualify we will contact you and offer you the option of a paid subscription.

Your personal details

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Your address details

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Step 4
Questionnaire

Your professional details

1. Which of the following best describes your job function? *

Financial Planner/Advisor
Financial Consultant
Fund Manager
Accountant
Insurance Broker
Stockbroker
Paraplanner
Finance Executive
Banker
Other (please specify)

2. What is your company's main activity? *

Financial Planning
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Asset Consulting
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Mortgage Broking
Funds Management
Banking
Insurance/Superannuation
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3. How many employees are there in your practice? *

1 to 5
6 to 10
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4. What professional designation/s do you use (tick all that apply)? *

Certified Financial Planner (CFP)
CPA Financial Planning Specialist (CPAFPS)
CA Financial Planning Specialist
FINSIA formerly SIA & AIBF (F Fin, SA Fin, A Fin)
Diploma of Financial Planning (Dip FP)
Associate Financial Planning Association (FPA Aff, AFPA. AFPA Snr)
Other (please specify)

5. To which Association(s) do you belong?

FINSIA
CPA
ICAA
FPA
Other (please specify)

6. What are the funds under advice for your practice - by range?

$1-10m
$11-50m
$51-100m
$101-200m
$201-500m
$500m+

7. Who is your current Dealer Group? *



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Asset Financial Planners Directory (Optional)

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Welcome to Asset

Editor Leng Yeow

The Australian Financial Review’s Asset is the leading magazine for the financial services industry. Each month, Asset delivers in-depth financial planning news, opinions and strategies from a team of financial planning and wealth management experts. Edited by Leng Yeow
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