A good financial planner can be described as a “polymath”.
A polymath (from the Greek “polymathes), “having learned much”) describes a person whose knowledge is not restricted to one subject area. … A person of great or varied learning; one acquainted with various subjects of study; the point being that, in the most common case, the polymath made his reputation in one or two main fields while being proficient in other fields.
True expertise typically suggests practical experience combined with learning through books and the financial planner enhances their learning with experience.
I used this word to describe a good financial planner in my presentation Risk Writer: Why Every Financial Planner Needs One, at the AFA National Conference in Melbourne – Oct 19-20, 2008;