Personnel Adviser Question: Tell me have you been sued or have any reported legal actions? Personnel Adviser Interview QuestionAnswer: This useful page on the Financial Planning Standards Council site reports recent disciplinary actions. Previous QuestionNext QuestionTell me how long have you been an adviser?Tell us what allocation guidelines do you use? For a person of my age and what you observe about the things I have told you, what rough percent of equities (stocks and real estate) would you allocate in a portfolio?
