While the two terms are sometimes used interchangeably, these professionals generally offer different services. That’s where financial advisors and financial planners come in. Or perhaps you want advice on getting your entire financial situation in order. Maybe you need help choosing your investments. When your financial situation becomes more complex, you may find you can no longer manage it yourself. Make sure the advisor or planner you choose offers the services you need and is a fiduciary.A financial planner provides more comprehensive financial advice and services.A financial advisor recommends financial products and manages a client’s investment portfolio.NAB advises that: any advice you receive is provided by Bridges, and not by NAB Bridges is not an authorised deposit-taking institution any investment you make as a result of the advice you receive from Bridges does not represent a deposit with or other liability of NAB any investment you make can be subject to investment risk, including possible delays in repayment and loss of income and principal invested NAB does not in any way stand behind the capital value and/or performance of any investment you may make as a result of the advice you receive and NAB or a company in which the NAB Group currently has a shareholding may benefit from any advice you receive by receiving referral and other fees from you. Insignia and Bridges are not part of the NAB Group of companies. Bridges is a wholly owned subsidiary of the Insignia group of companies, and the advice provided will be through the Bridges Australian Financial Services Licence. Advisers are representatives of Bridges Financial Services Pty Ltd (Bridges).
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