‘Could this be an indication they’re scamming us?’ Our financial adviser requested copies of our passport and licenses. Should we be wary?

‘Could this be an indication they’re scamming us?’ Our financial adviser requested copies of our passport and licenses. Should we be wary?

Question: My partner and I have engaged the services of a financial planner. Is this a standard part of setting up a financial plan? What personal information do planners typically ask for, and could this be an indication they’re scamming us?