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8:00am
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5:30pm
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Mon
8:00am
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5:30pm
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8:00am
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5:30pm
Wed
8:00am
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5:30pm
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8:00am
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5:30pm
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8:00am
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9:00am
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Fraser Jeffrey Finance Pty LtdGiving Clients Better Terms, Faster Service, Less Hassle
Open Today
Today
by appointment
Open by appointment
Mon
By Appointment
Tue
By Appointment
Wed
By Appointment
Thu
By Appointment
Fri
By Appointment
Sat
Not Provided
Sun
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This business servicing Balldale is a local SME in the Finance Brokers category. Fraser Jeffrey Finance Pty Ltd (FJF Finance) works closely together with major lenders in Australia not only finding the best overall products. FJF Finance believes offering great rates is just the beginning. Giving clients better terms, faster service, less hassle, along with professional advice and tips is how they add value. One of FJF Finance's main objectives is to educate the Australian public about mortgage brokers. With the various options that consumers have today, mortgage brokers should not be a mystery. Their experienced mortgage brokers are well respected throughout the mortgage and finance industry. Legal ID: ACLN: 387649
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Aminya Rd, Wangaratta VIC 3676
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This business servicing Balldale is a local SME in the Finance Brokers category. Fraser Jeffrey Finance Pty Ltd (FJF Finance) works closely together with major lenders in Australia not only finding the best overall products. FJF Finance believes offering great rates is just the beginning. Giving clients better terms, faster service, less hassle, along with professional advice and tips is how they add value. One of FJF Finance's main objectives is to educate the Australian public about mortgage brokers. With the various options that consumers have today, mortgage brokers should not be a mystery. Their experienced mortgage brokers are well respected throughout the mortgage and finance industry.
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Reid St, Wangaratta VIC 3677
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How financial planning is regulated
2017 was a big year for the financial planning industry. It introduced measures in the corporations act that raised the education, training and ethical standards of financial planning advisors to protect the layman from buying products they didn’t understand. Here’s a brief summary of the requirements of personal financial planners.
- Providers must have a relevant bachelor or higher degree, or have an equivalent qualification.
- They need to pass an exam for ethics and knowledge.
- Advisors must meet continuing professional development requirements each year.
- New planners need to undergo a full year of training and supervised work.
- Finally they must comply with code of ethics and be covered by a compliance scheme that monitors and enforces the advisor’s compliance.
Only if compliant with the above requirements, can a provider advertise financial planning for retirement and other advice. Find a qualified financial planner from a financial planning company or firm from one of our listings today!
