How to find a great financial adviser (and spot the red flags).

EPISODE · Jun 10, 2025 · 28 MIN

How to find a great financial adviser (and spot the red flags).

from The Winner's Playbook · host Link Wealth Advice

Send us Fan MailFinding the right financial adviser can change your whole life. Pick the wrong one, and it can cost you time, money and trust.In this episode, Josh and Billy lift the lid on what really makes a great adviser. They share what to look for, what to avoid and how to spot red flags early, especially when it comes to product pushers, dodgy social media “finfluencers” and anyone flogging off-the-plan property for a quick commission.They also break down what a good adviser relationship should feel like, why it’s not just about qualifications, and how a great adviser should challenge your thinking, not just say yes to everything. Plus, they explain how proper financial advice is about clarity, strategy and accountability, not just finding you a cheaper product. Whether you’re thinking about getting advice or wondering if your current adviser is the right fit, this episode will give you a real-world guide to getting it right.----Want to find an Adviser that suits your financial needs:https://www.linkwealth.com.au/Get in touch with Josh: https://www.linkwealth.com.au/josh-lee-link Get in touch with Billy:https://www.linkwealth.com.au/billy-norman-linkJosh's TikTok:  https://www.tiktok.com/@joshleefinadv Billy's TikTok:  https://www.tiktok.com/@billynormanfp    Sign up to Link Wealth Group’s newsletter, Wealth Simplified: https://www.linkwealth.com.au/wealth-simplified   Our Financial Services + Credit Guide: https://www.linkwealth.com.au/financial-services-and-credit-guide ----    General advice disclaimer: The information contained within this podcast is general in nature and does not take into account your personal circumstances. Please reach out if you wish to discuss your personal situation. 

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How to find a great financial adviser (and spot the red flags).

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