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.
Financial planning is about more than money — it’s about clarity, confidence, and direction. At Linea Private Wealth, we help you connect your goals with a structured strategy that evolves as life does, guiding every decision with purpose and care.
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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