So you’re looking for your advice match or adviser? The My adviser page is your home for both.
Find your match
If you have not matched yet, select Find my match and complete the advice questionnaire. It usually takes about 6–8 minutes.
Selecting a single answer moves you to the next question. For questions with multiple selections or a text response, use Continue. Use Back to review or change an earlier answer, and Submit answers to finish.
Because you are signed in, the questionnaire uses your account identity and any saved contact details. You do not need to enter your name, email address or phone number again.
Your completed result is saved to the page. Depending on your answers, your next step may be with Rask Advice or an advice partner.
Return to your result
When you return to My adviser, you will see your latest completed match and the next available action. For example, you may be able to continue to Rask Advice booking or ask us to introduce you to a matched partner.
Retake the questionnaire
If your circumstances change, select Retake questionnaire. Your latest answers are filled in so you can update only what has changed.
Your current match remains in place until you submit the retake. Cancelling or leaving part-way through does not replace it.
Completing a retake does not cancel an existing booking or active advice engagement, and it does not automatically change your assigned adviser. Rask may review the updated information with you if advice work is already underway.
If you are matched with Rask Advice
The page shows the next step in your Rask Advice journey, such as booking your first call or continuing onboarding. Once an adviser is assigned, it also shows their details and available contact actions.
Your progress uses these stages:
- Getting to know you
- Building your strategy
- Preparing your advice
- Reviewing your plan
- Putting your plan into action
- Complete
If personal advice is active but no adviser appears yet, the page will let you know that assignment is in progress.
Working with your adviser
- Use Messaging for secure questions and updates.
- Use your adviser’s booking action when it is available.
- Complete any Tasks your adviser assigns, such as uploading a document or signing a form.
When to reach out
You should message your adviser if:
- You’re planning a major purchase (like a home).
- Your income or employment status changes.
- You receive an inheritance or windfall.
- You’re feeling anxious about your investment performance.
Return when you are ready
Choosing No longer interested stops booking prompts and keeps your saved match. Return to My adviser whenever you are ready to book with that match. If you open the retake screen, choose Keep current match to continue without answering the questions again. Partner matches still require your consent before an introduction.
If you chose Continue without booking, select Book a call now when you are ready. Your saved forms and the reason you gave for skipping the meeting remain on file.
You can retake the questionnaire if your circumstances change. You still need a completed questionnaire and a suitable match before booking through this pathway.
If your access changes
If your membership changes, you may see a grace-period or paused-access notice. Follow the action on the page to review your billing or contact support.
Advice information and disclosures
Personal financial advice is provided by Rask Advice Pty Ltd (ABN 68 683 296 291), Corporate Authorised Representative No. 1313447 of Rask Licensing Pty Ltd (AFSL 563 907).