Get free quotes

Let us do the work. Compare multiple quotes from Accountants & Auditors in your local area, so you get the right fit, the first time.

Local Financial Planning in Chelsea Heights VIC

56 Results for Financial Planning Near You







Tax Store Australia

Accountants & Auditors, Cheltenham, VIC 3192

Keats Accounting

Tax Agents, Carrum Downs, VIC 3201


TASC Accountants & Business Advisors

Accountants & Auditors, Dandenong, VIC 3175

Hilary Wijeratne Pty Ltd

Accountants & Auditors, Springvale, VIC 3171

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!

R J Sanderson & Associates Pty Ltd

Accountants & Auditors, Dandenong, VIC 3175

Nab

Banks & Financial Institutions, Braeside, VIC 3195

Nab

Banks & Financial Institutions, Seaford, VIC 3198

Nab

Banks & Financial Institutions, Dandenong, VIC 3175

Nab

Banks & Financial Institutions, Mentone, VIC 3194

Nab

Banks & Financial Institutions, Dandenong, VIC 3175

Burke Partners

Tax Agents, Dandenong, VIC 3175

Commonwealth Bank

Banks & Financial Institutions, Noble Park, VIC 3174

Commonwealth Bank

Banks & Financial Institutions, Dandenong, VIC 3175

Commonwealth Bank

Banks & Financial Institutions, Mordialloc, VIC 3195

Commonwealth Bank

Banks & Financial Institutions, Mentone, VIC 3194











Showing results 36 - 56 of 56

Related Articles

Related Articles