Taking control of your finances & red flags of financial abuse with guest Pedro Marin

Introducing special guest financial planner Pedro Marin.

Pedro Marin (instagram) @pmrfinancial

• How to approach a bank to get information
• Your home loan and divorce
• What is financial abuse? 
• What are the red flags for financial abuse?
• Superannuation
• Sole purpose tests and how they can help you
• Pre-separation dirty tricks case studies to watch out for.
• Thoughts before signing any documents
• How to get a handle on your finances instead of relying on someone else.
• How to choose a financial planner.
• Tinder for financial planners?!?
• Financial planners and divorce

Finding planners

https://fpa.com.au/find-a-planner/

https://www.adviserratings.com.au/

National Debt helpline 

1800Respect Services directory 

Life Line domestic violence information

Commonwealth bank information on financial abuse

Sole purpose test information links: 

https://www.ioof.com.au/financial-advisers/news-and-insights/adviser-news/articles/apr-2020/sole-purpose-test

https://www.apra.gov.au/sites/default/files/apra_asic_letter_oversight_of_fees_charged_to_members_superannuation_accounts.pdf