Local Financial Planning in Blacktown NSW

92 Results for Financial Planning Near You







Discovery Wealth Advisers Pty Ltd

Financial Planning, Baulkham Hills, NSW 2153


5.0

(1)

Capital Finance Australia Limited

Financial Planning, Baulkham Hills, NSW 2153

Featured review

Bettina P.
left a review for

Discovery Wealth Advisers Pty Ltd

Louella gives great financial advice and has been looking after my super for the last 16 years I strongly recommend her

Handy tips

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!

Financial Planning In The Hills

Financial Planning, Castle Hill, NSW 2154

Red Oak Financial

Financial Planning, Kellyville, NSW 2155

Lifespan Financial Planning Pty Ltd

Financial Planning, Bella Vista, NSW 2153

Lifespan Financial Planning Pty Ltd

Financial Planning, Bella Vista, NSW 2153

Lifespan Financial Planning Pty Ltd

Financial Planning, Wentworthville, NSW 2145

Mandalay Wealth Management

Financial Planning, Bella Vista, NSW 2153

RAM Accounting Financial & Taxation

Financial Planning, Winston Hills, NSW 2153

ANYTIME FINANCE PTY LIMITED

Financial Planning, Pemulwuy, NSW 2145

Astonia Private Wealth

Financial Planning, Norwest, NSW 2153

Primerate Financial Alternatives

Financial Planning, Oakhurst, NSW 2761

Central Financial Planning

Financial Planning, Kellyville Ridge, NSW 2155

4
Average rating for
Financial Planning
in Blacktown and surrounding suburbs

Based on 25 reviews of 14 businesses on this page











Showing results 1 - 35 of 92

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