Local Financial Planning in Cooks Hill NSW

Level 1, 31 Cnr Beaumont and Donald Streets, Hamilton, NSW, 2303

2.46km

Level 1, 31 Cnr Beaumont and Donald Streets, Hamilton, NSW, 2303

2.46km

Think Accounting Services

Accountants & Auditors, Kotara, NSW 2289

Open until 5:00pm

We listen to what our clients need and we deliver it to them.

Bachelor of Finance from Newcastle University - Adam Dial

After over a decade of working in the accounting industry as chartered accountants, business advisors and financial advisors, we realised that there was something more that could be offered to our clients. We believed we could create a unique personal experience for each and every one of our clients regardless of who they were, and that's why we formed Think Accounting Services.

3/ 74 Park Ave, Kotara, NSW, 2289

5.41km

3/ 74 Park Ave, Kotara, NSW, 2289

5.41km

3/ 74 Park Ave, Kotara, NSW, 2289

5.41km

Summit Financial Advisors

Accountants & Auditors, Charlestown, NSW 2290

Open until 5:00pm

Suite 1 Level 3 20 Smart St, Charlestown, NSW, 2290

7.51km

Suite 1 Level 3 20 Smart St, Charlestown, NSW, 2290

7.51km

Suite 1 Level 3 20 Smart St, Charlestown, NSW, 2290

7.51km

Catalyst Plus

Accountants & Auditors, Lambton, NSW 2299

Open until 5:00pm

Make More Possible With Your Time & Finances!

Legal ID: ICAA Chartered Accountant Member 48273, Tax Agent: 25509907

Neil C Hocquard

Accountants & Auditors, New Lambton, NSW 2305

Open until 5:00pm

Your Trusted Accounting Partner

After Hours Appointments - We Can Also Come To You

Individual, Small Bus & Company Tax Specialists

Our Fees Are Constructed To Be Competitive & Fair

Certificate of Registration As An Auditor

Bachelor Of Commerce

After Hours Appointments - We Can Also Come To You

Individual, Small Bus & Company Tax Specialists

Our Fees Are Constructed To Be Competitive & Fair

Certificate of Registration As An Auditor

Bachelor Of Commerce

We provide our services in the Newcastle, Lake Macquarie and Hunter Valley.

4 Cromwell St, New Lambton, NSW, 2305

5.14km

4 Cromwell St, New Lambton, NSW, 2305

5.14km

4 Cromwell St, New Lambton, NSW, 2305

5.14km

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!

Price Williams Whyte

Accountants & Auditors, Cooks Hill, NSW 2300

Cooks Hill Commercial Centre Suite 20 235 Darby St, Cooks Hill, NSW, 2300

260m

Jabour Accountants

Accountants & Auditors, Newcastle, NSW 2300

53 King St, Newcastle, NSW, 2300

1.49km

Forsythes Business & Financial Advisors

Accountants & Auditors, Newcastle, NSW 2300

5.0

(1)

Suite 403/ 45 Watt St, Newcastle, NSW, 2300

1.57km

Newcastle financial planning

Accountants & Auditors, Newcastle, NSW 2300

L 2 134 King St, Newcastle, NSW, 2300

1.19km

Lambourne Partners

Accountants & Auditors, Hamilton, NSW 2303

Level 1 56 Hudson St, Hamilton, NSW, 2303

2.9km

Insurance for Living

Accountants & Auditors, Newcastle West, NSW 2302

671 Hunter St, Newcastle West, NSW, 2302

952m

Nova Business Professionals

Accountants & Auditors, Hamilton, NSW 2303

5 Hudson St, Hamilton, NSW, 2303

2.55km

Nab

Banks & Financial Institutions, Newcastle, NSW 2300

Open until 9:00pm

1 Newcomen St, Newcastle, NSW, 2300

1.54km

Nab

Banks & Financial Institutions, The Junction, NSW 2291

Open until 9:00pm

11 Kenrick St, The Junction, NSW, 2291

948m

Nab

Banks & Financial Institutions, Hamilton, NSW 2303

Open until 9:00pm

31 Beaumont St, Hamilton, NSW, 2303

2.42km

Greater Bank Limited

Banks & Financial Institutions, Newcastle West, NSW 2302

Open until 6:00pm

It's your money - here's how to make the most of it with Greater Bank

23 Steel St, Newcastle West, NSW, 2303

688m

Greater Bank Limited

Banks & Financial Institutions, Stockton, NSW 2295

Open until 6:00pm

It's your money - here's how to make the most of it with Greater Bank

Shop 1 Village Centre 53 Mitchell St, Stockton, NSW, 2295

2.51km

Greater Bank Limited

Banks & Financial Institutions, Hamilton, NSW 2303

Open until 6:00pm

It's your money - here's how to make the most of it with Greater Bank

103 Tudor Street, Hamilton, NSW, 2303

2.28km

Hunter United

Banks & Financial Institutions, Broadmeadow, NSW 2292

Open until 5:00pm

130 Lambton Rd, Broadmeadow, NSW, 2292

4.14km

Legal ID: Loans

Bottrell Chartered Accountants & Tax Agents

Tax Agents, Newcastle, NSW 2300

3.7

(3)

Open until 5:00pm

45 Hunter St, Newcastle, NSW, 2300

1.65km

Commonwealth Bank

Banks & Financial Institutions, Newcastle, NSW 2300

136 Hunter St, Newcastle, NSW, 2300

1.48km

Commonwealth Bank

Banks & Financial Institutions, Hamilton, NSW 2303

113 Beaumont St, Hamilton, NSW, 2303

2.25km

ANZ

Banks & Financial Institutions, Hamilton, NSW 2303

109 Beaumont St, Hamilton, NSW, 2303

2.29km

Pivotal Financial Planning

Life Insurance, Cooks Hill, NSW 2300

Suite 5 235 Darby St, Cooks Hill, NSW, 2300

260m

ITP Income Tax Professionals Hamilton

Tax Agents, Hamilton, NSW 2303

13 Beaumont St, Hamilton, NSW, 2303

2.46km

Hunter Accounting Services

Accountants & Auditors, Mayfield, NSW 2304

Open until 5:00pm

244 Maitland Rd, Mayfield, NSW, 2304

4.85km

Allan Dowsett Financial Planning Services

Investing & Investment Services, Charlestown, NSW 2290

Unit 3 3 Hoptoun St, Charlestown, NSW, 2290

7.54km

Greater Bank Limited

Banks & Financial Institutions, Jesmond, NSW 2299

Open until 6:00pm

It's your money - here's how to make the most of it with Greater Bank

Shop 43 Stockland Jesmond 28 Blue Gum Rd, Jesmond, NSW, 2299

8.1km

Nab

Banks & Financial Institutions, Kotara, NSW 2289

Open until 9:00pm

66 Park Ave, Kotara, NSW, 2289

5.32km

Nab

Banks & Financial Institutions, Jesmond, NSW 2299

Open until 9:00pm

Shop 2 24 Bluegum Rd, Jesmond, NSW, 2299

7.99km

Nab

Banks & Financial Institutions, Charlestown, NSW 2290

Open until 4:00pm

G 8001 Charlestwon Square 30 Pearson Rd, Charlestown, NSW, 2290

7.72km

Greater Bank Limited

Banks & Financial Institutions, Waratah, NSW 2298

Open until 6:00pm

It's your money - here's how to make the most of it with Greater Bank

Waratah Villiage Shop 3 111 Turton Rd, Waratah, NSW, 2298

4.91km

Greater Bank Limited

Banks & Financial Institutions, Mayfield, NSW 2304

Open until 6:00pm

It's your money - here's how to make the most of it with Greater Bank

266 Maitland Rd, Mayfield, NSW, 2304

4.94km

Showing results 71 - 105 of 113

View all articles

Insight Wealth Planning

Financial Planning

Relax, you're in good hands

Macmillans-Accountants

Accountants & Auditors

When you need advisors who can offer you an all-encompassing service.

Hillier's Advisors

Accountants & Auditors

Located At 607-609 Pacific Highway, Belmont NSW 2280

Richard Latham - Accountants & Registered Tax Agent

Accountants & Auditors

Let's Lift The Worry

Altitude Business Group

Accountants & Auditors

Servicing The Hunter & Upper Hunter Valley

Neil C Hocquard

Accountants & Auditors

Your Trusted Accounting Partner