Date: 9/05/2020 13:11:17
From: mollwollfumble
ID: 1553502
Subject: Investment advisor (NonSci)

Investment advisor
Yes/No ?

AMP
Yes/No ?

Superannuation
Best?

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Date: 9/05/2020 13:16:00
From: kryten
ID: 1553508
Subject: re: Investment advisor (NonSci)

mollwollfumble said:


Investment advisor
Yes/No ? Yes

AMP
Yes/No ? No way

Superannuation
Best? Run our own SMF only way to be totally in control = I do have a B.Bus with a Finance Major

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Date: 9/05/2020 13:20:58
From: sibeen
ID: 1553510
Subject: re: Investment advisor (NonSci)

mollwollfumble said:


Investment advisor
Yes/No ?

AMP
Yes/No ?

Superannuation
Best?

AMP – definitely not.

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Date: 9/05/2020 13:21:08
From: Witty Rejoinder
ID: 1553511
Subject: re: Investment advisor (NonSci)

kryten said:


mollwollfumble said:

Investment advisor
Yes/No ? Yes

AMP
Yes/No ? No way

Superannuation
Best? Run our own SMF only way to be totally in control = I do have a B.Bus with a Finance Major

If i may ask what’s the make-up of your portfolio?

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Date: 9/05/2020 13:24:40
From: kryten
ID: 1553515
Subject: re: Investment advisor (NonSci)

Witty Rejoinder said:


kryten said:

mollwollfumble said:

Investment advisor
Yes/No ? Yes

AMP
Yes/No ? No way

Superannuation
Best? Run our own SMF only way to be totally in control = I do have a B.Bus with a Finance Major

If i may ask what’s the make-up of your portfolio?

A mixture, blue chip, bank hybrid, cash unlisted property (good Income Stream) fixed interest
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Date: 9/05/2020 13:27:33
From: Witty Rejoinder
ID: 1553518
Subject: re: Investment advisor (NonSci)

kryten said:


Witty Rejoinder said:

kryten said:

If i may ask what’s the make-up of your portfolio?

A mixture, blue chip, bank hybrid, cash unlisted property (good Income Stream) fixed interest

Ta.

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Date: 9/05/2020 13:28:15
From: sibeen
ID: 1553519
Subject: re: Investment advisor (NonSci)

kryten said:


Witty Rejoinder said:

kryten said:

If i may ask what’s the make-up of your portfolio?

A mixture, blue chip, bank hybrid, cash unlisted property (good Income Stream) fixed interest

As long as you’re able to keep buffy in the manner she’s accustomed too it’s all good.

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Date: 9/05/2020 13:33:20
From: kryten
ID: 1553527
Subject: re: Investment advisor (NonSci)

sibeen said:


kryten said:

Witty Rejoinder said:

If i may ask what’s the make-up of your portfolio?

A mixture, blue chip, bank hybrid, cash unlisted property (good Income Stream) fixed interest

As long as you’re able to keep buffy in the manner she’s accustomed too it’s all good.

:)

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Date: 9/05/2020 15:11:45
From: mollwollfumble
ID: 1553576
Subject: re: Investment advisor (NonSci)

mollwollfumble said:


Investment advisor
Yes/No ?

AMP
Yes/No ?

Superannuation
Best?

> AMP – definitely not.

Ah, noted.

> Run our own SMF only way to be totally in control = I do have a B.Bus with a Finance Major

Thanks. :-)
I’m not sure that with a self-managed-fund I’d be in control at all.

> If i may ask what’s the make-up of your portfolio?

No. I don’t even know what it is.But a lot of the current portfolio is in AMP as shares and super.

Mrs m has inheritance cash that needs to be put somewhere better than under the bed. Me too for that matter.

I’ve had bad experiences with a couple of investment advisors in the past, so am far from sure if I should trust one.

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Date: 9/05/2020 15:21:08
From: Divine Angel
ID: 1553578
Subject: re: Investment advisor (NonSci)

Don’t go with a financial advisor linked to any financial institution. Check https://www.canstar.com.au/superannuation/independent-financial-advisers-australia/ for independent advisors.

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Date: 9/05/2020 15:23:20
From: Divine Angel
ID: 1553580
Subject: re: Investment advisor (NonSci)

Divine Angel said:


Don’t go with a financial advisor linked to any financial institution. Check https://www.canstar.com.au/superannuation/independent-financial-advisers-australia/ for independent advisors.

Scroll to the bottom and click on your state.

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Date: 9/05/2020 21:38:48
From: mollwollfumble
ID: 1553718
Subject: re: Investment advisor (NonSci)

Divine Angel said:


Divine Angel said:

Don’t go with a financial advisor linked to any financial institution. Check https://www.canstar.com.au/superannuation/independent-financial-advisers-australia/ for independent advisors.

Scroll to the bottom and click on your state.

Thanks. Have done that. Now, which aren’t fly-by-night?

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Date: 21/05/2020 02:25:09
From: AwesomeO
ID: 1559217
Subject: re: Investment advisor (NonSci)

Invest in me, still alive

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Date: 21/05/2020 03:06:35
From: AwesomeO
ID: 1559238
Subject: re: Investment advisor (NonSci)

Tell noonan

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