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Aged Care Financial Guidance Panel

Connecting you and your family to a panel of accredited financial advisers, independent to Bupa, who can guide you through the financial decisions in the transition into aged care.

Be guided by professionals

By accessing this panel, you can be confident that the advisers listed meet the competency criteria (see below), including comprehensive training in financial advice specific to aged care. They can help you to make appropriate choices for your individual circumstances and can provide the reassurance and guidance you need.

key principles

Eligibility Criteria For Financial Planners

  • must hold a Certified Financial Planner (CFP®), a Fellow Chartered Financial Practitioner (FChFP), a Certified Practicing Accountant (CPA), a Chartered Accountant (CA) or a Master of Financial Planning (MoFP) qualification.
  • must be a member of one of the following professional bodies: Financial Planning Association of Australia (FPA), Association of Financial Advisers (AFA), CPA Australia or Institute of Chartered Accountants (ICAA) and demonstrate to BCSA’s reasonable satisfaction that it is committed to upholding the relevant association’s Code of Professional Conduct.
  • advisers who are employed by or are authorised to represent a licensed advisory business which has agreed to participate upon invitation from BCSA.
  • accredited Aged Care ProfessionalTM through Aged Care Steps (or equivalent)
  • expertise in aged care advice
  • commitment to ongoing education
  • an understanding of Bupa’s philosophy and purpose

Choosing a Financial Adviser

The Australian Securities and Investments Commission (ASIC) has produced a booklet called Financial Advice and you - Where to start on its MoneySmart website for consumers and investors to help you make choices about your personal finances. It offers information on choosing an adviser, what to look for in the advice and paying for advice.

New Regulations for Your Protection

New laws (called the Future of Financial Advice (FOFA) laws) have introduced two important changes from 1 July 2013 to help enhance consumer protection. These include:

  • A ban on advisers receiving commissions for investment products they recommend you to buy
  • A 'best interest duty' which requires advisers to always make sure that the advice they give is in your best interest and is not influenced by benefits they might receive.

If you want to know more about the FOFA rules visit the Financial Planning of Australia website http://fpa.com.au/tools-and-resources/new-laws/

Common questions to ask your Financial Adviser

Download our checklist of common questions to ask your Financial Adviser regarding Aged Care which you can print off and take with you to your appointment.
 

Bupa does not receive any financial benefit from financial planners or any other sources through this initiative. This panel is independent to Bupa.

If you are a Financial Adviser and are interested in joining the panel, please email panel@bupacare.com.au

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