Licensing isn’t red tape; it’s reassurance. In Australia, only licensed advisers can legally give personal financial advice, ensuring every recommendation meets strict professional standards. At Linea Private Wealth, we’ve seen how unlicensed guidance can derail good intentions. True advice is accountable, transparent, and built on trust -because your financial future deserves nothing less.
What Advice can Accountants give and when is it best to see a Financial Adviser. David Meffert from Linea Private Wealth weighs in to help answer the question.
Apr 17, 20252 min read
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