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Bel-Air Makati Pinoys Financial Literacy Financial Adviser
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Bro. Oliver Bugarin, Licensed Financial Advisor
FINANCIAL ADVISOR in Philippines
A financial adviser (or advisor) is a professional who renders financial services to clients.
Financial advisers typically provide clients/customers with financial products and services, depending on the licenses they hold and the training they have had. For example, an insurance agent may be qualified to sell both life insurance and variable annuities. A broker may also be a financial planner. A financial adviser may create financial plans for clients or sell financial products, or a combination of both. They also provide some insight on savings.
What do Financial Advisors Really Do?
Full time Financial Advisors are self-employed professionals. They are not really tied up to an 8 to 5 or 9 to 6 work week. Financial advisors tend to have different activities individually, but can still be summarised as follows:
1. Reaching and Connecting to people needing the service
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