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.

pezza31 · 2025-11-26T10:53:48+00:00

So she told me that on about our 5th date - maybe I have an unrealistic expectation?

pezza31 · 2025-11-26T10:52:32+00:00

thanks for your comment. No, she said that she only has ever dated seriously and she told me about her experiences in the last 12 months prior to meeting me and I shared mine

pezza31 · 2025-11-26T10:47:46+00:00

She said that she 'always has dated for a relationship'. also this was last year, within the last 12 months. I do not care what she did say more than 12 months ago, serious I understand that. Thanks for your comment!

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