Forum Replies Created
- ruk wrote:are you charging for this advise.
Yes i will be now. I looked into this a little further over the weekend regarding my PS 146 & was informed as long as im not giving advise for a product i am selling or anything along those lines then i am safe. Plus i will not be telling people how to save & thats that, i tell them my thoughts & its up to them wether it suits them or not.
Regarding their financial info i make sure i cover myself by refusing to view a bank statement/ CC statement as i do not want to see their private details…
Jess
On the property side i am giving basic knowledge which i know is not illegal in anyway. But my main problem is me giving advise on how to save money & creating budgets for people because this means i will be asking & receiving their financial info like what their loans are (personal, mortgage & Credit Cards), how much they still owe & the rates on those.
I do have my privacy act cert & general advise tier II but im pretty sure they expire this year
but i dont know if they are enough anyway.Im with you Scottybe…
Im new to the P/I market… I really dont understand all the figures let alone the figures I didn't even know about…Personally after reading all the above it might pay for me to visit an accountant.
Thanks L.A Aussie & Scottybe but I think im just as confused now if not worse. haha
Jess.
Stella
You wouldn't happen to have that bar code still handy ??
If not il grab one of those books myself.
I failed maths too
Who'd have thought id need it for P.I one day haha
Jessie
but i dont know if they are enough anyway.
