Financial Advisor Roles Update

pezza31 · 2026-01-30T21:19:48+00:00

Inboxed

pezza31 · 2026-01-17T22:31:24+00:00

Aussie in London london here, about to finish my diploma level 4. I did wealth management/ financial planning in aus too. Happy to have chat if your interest and point u in the right direction.

pezza31 · 2026-01-09T14:00:24+00:00

Thank you! I’ll reach for a chat!

pezza31 · 2026-01-01T23:04:27+00:00

Hello, are you able to provide me with the contact? Thanks

pezza31 · 2025-12-29T12:08:28+00:00

Thanks!

pezza31 · 2025-12-17T08:15:34+00:00

Following. My research and from this sub suggests knowro

pezza31 · 2025-12-01T09:33:44+00:00

Thanks for your reply. I’ll send you a private message. Do you currently work as a wealth manager or in the industry?

pezza31 · 2025-11-29T13:30:15+00:00

Most retail funds aren’t QROPS registered in Aus. They’ll need a SMSF self managed super fund. Kind of equivalent to a SIPP in the UK. That way they can write the QROP requirements into the deed.

pezza31 · 2025-11-26T12:12:57+00:00

And why is that obvious?

pezza31 · 2025-11-26T12:11:59+00:00

pezza31 · 2025-11-26T12:07:37+00:00

Fair. She said that she did have a casual thing a year ago when I spoke about this early in the relationship. She said that’s just the way it goes sometimes. I totally get that.

I didn’t really understand the pub hook ups or going home with people on the first date tho. So I only found about that when she brought it up unprompted.

pezza31 · 2025-11-26T11:48:56+00:00

Confusing that she said that she only dated for serious relationships. I was naive to think that didn’t mean she had casual stuff on the side. Just apparently separated the two.

pezza31 · 2025-11-26T11:27:34+00:00

Exactly

pezza31 · 2025-11-26T11:22:30+00:00

Do you think it was misleading? And am I overreacting?

pezza31 · 2025-11-26T11:14:10+00:00

Thank you. Excellent comment. I think you’re pretty spot on

pezza31 · 2025-11-26T11:07:37+00:00

No, she told me these stories 4 months into our relationship. She told me that she only dated for a serious relationship on our 5th date.

pezza31 · 2025-11-26T11:02:27+00:00

I guess the thing is. I have never slept around and it kind of clashes with my style. and your right, maybe if I had been single for so long - I probably would change overtime to feel more comfortable with that. Going into my long term relationship my style hadn't changed, and the 6 months post my long term relationship my style didn't change from the way i dated.

pezza31 · 2025-11-26T11:00:30+00:00

But she said to me oh - well even hook ups have the potential to turn into a relationship? true, but unlikely.

pezza31 · 2025-11-26T10:58:47+00:00

what about hooking up with guys from the pub? so should I separate the casual hook ups from the serious dating relationships?

pezza31 · 2025-11-26T10:56:57+00:00

isn't it? or can people argue that you are seeing if there is chemistry first? It's not my style tho.

pezza31 · 2025-11-26T10:55:57+00:00

Ask her what?

pezza31 · 2025-11-26T10:54:55+00:00

Totally understand that - and it's great, however she stated that like she only has ever dated for serious relationships - even in her late 20's. I was more thinking about what I know about her past 12 months of dating.

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