A professional offering financial advice to clients for a fee and/or commission.
A person offering financial advice. There are two types of adviser; those who offer advice based on the sale of the products of a single company (tied agents or company representatives), and those who select the most suitable product from those available in the market. See Category 1 Member.
Recommend products and services that help individuals plan their income and expenditure. There are two types: Independent work on behalf of the client and can choose from any product or service; Tied advisors work on behalf of their company to recommend their products only.