Local Financial Planning in Cudgen NSW

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Fuse Wealth

Financial Planning, Tweed Heads, NSW 2485

31 Bay St, Tweed Heads, NSW, 2485

10.74km

31 Bay St, Tweed Heads, NSW, 2485

10.74km

31 Bay St, Tweed Heads, NSW, 2485

10.74km

Sullivan Rees

Accountants & Auditors, Tweed Heads, NSW 2485

5.0

(1)

Closed

Certified Practising Accountants

CPA

Sullivan Rees was founded in the 1920's by Charles Beer in Murwillumbah. The firm is now located in Coolangatta. The current directors are Scott O'Neill and James Sullivan. The firm has enjoyed significant growth and success due to its ability to retain clients by providing a personalised and consistently superior service.

Shop 1 9 Enid St, Tweed Heads, NSW, 2485

10.72km

Shop 1 9 Enid St, Tweed Heads, NSW, 2485

10.72km

Shop 1 9 Enid St, Tweed Heads, NSW, 2485

10.72km

Sullivan & Associates

Accountants & Auditors, Coolangatta, QLD 4225

5.0

(1)

Not provided

Professional And Experienced Accountants In Coolangatta!

Taxation And Compliance Services

High Quality Services

Experts In Business & Taxation

Member of Institute of Public Accountants

Registered Company Auditor

Registered Tax Agent

Taxation And Compliance Services

High Quality Services

Experts In Business & Taxation

Member of Institute of Public Accountants

Registered Company Auditor

Registered Tax Agent

When you need assistance with the organisation of your tax, talk to the specialists at Sullivan & Associates in Coolangatta. We can help you get the most from your return. We have been servicing Coolangatta and surrounding areas for many years.

Unit 2/ 11 Griffith St, Coolangatta, QLD, 4225

11.15km

Unit 2/ 11 Griffith St, Coolangatta, QLD, 4225

11.15km

Unit 2/ 11 Griffith St, Coolangatta, QLD, 4225

11.15km

Wendy Scarlett

Financial Planning, Banora Point, NSW 2486

47 Bimbadeen Ave, Banora Point, NSW, 2486

4.72km

Cummings West

Financial Planning, Tweed Heads South, NSW 2486

Unit 3 6- 8 Amber Rd, Tweed Heads South, QLD, 2486

7.46km

Kent Accounting & Tax

Accountants & Auditors, Cudgen, NSW 2487

Closed

Legal ID: Professional

Featured review

Gavin D.

left a review for

Sullivan & Associates

Always accurate and honest. Awesome job at delivering a pleasing tax return.

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!

Anderson & Associates

Accountants & Auditors, Kingscliff, NSW 2487

Closed

Unit 10/ 108 Marine Parade, Kingscliff, NSW, 2487

1.73km

MK Financial Planning Services Pty Ltd

Financial Planning, Coolangatta, QLD 4225

Closed

Oak Tree Financial Planning

Financial Planning, Tweed Heads, NSW 2485

Suite 25 Level 2 75-77 Wharf St, Tweed Heads, NSW, 2485

10.47km

Legal ID: Retirement Planning

Baron Financial Group

Financial Planning, Tweed Heads, NSW 2485

Central Tower Unit 1/ 31 Bay St, Tweed Heads, QLD, 2485

10.74km

MK Financial Planning Services Pty Ltd

Financial Planning, Coolangatta, QLD 4225

Suite 11 56 Griffith St, Coolangatta, QLD, 4225

11.04km

Nab

Banks & Financial Institutions, Kingscliff, NSW 2487

Open until 6:00pm

Shop 2 96 Marine Parade, Kingscliff, NSW, 2487

1.73km

Commonwealth Bank

Banks & Financial Institutions, Kingscliff, NSW 2487

41579 Pearl St, Kingscliff, NSW, 2487

1.71km

Fusion Accounting Solutions

Accountants & Auditors, Tweed Heads South, NSW 2486

1/ 43 Greenway Dr, Tweed Heads South, NSW, 2486

7.09km

Greater Bank Limited

Banks & Financial Institutions, Tweed Heads South, NSW 2486

Open until 1:00pm

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

Shop 247 Tweed City Shopping Centre 54 Minjungbal Rd, Tweed Heads South, NSW, 2486

7.36km

Nab

Banks & Financial Institutions, Tweed Heads South, NSW 2486

Open until 6:00pm

28-32 Minjungbal Dr, Tweed Heads South, NSW, 2486

7.62km

Elders Insurance

General Insurance, Tweed Heads South, NSW 2486

Closed

3 81 Minjungbal Dr, Tweed Heads South, NSW, 2486

7.63km

Lifestyle Business Services

Accountants & Auditors, Tweed Heads, NSW 2485

Not provided

Butlers Accountants

Accountants & Auditors, Coolangatta, QLD 4225

Suite 309 87 Griffith St, Coolangatta, QLD, 4225

11.05km

Lee Business & Accounting Services

Accountants & Auditors, Tweed Heads, NSW 2485

Closed

Unit 8 133 Wharf St, Tweed Heads, NSW, 2485

10.03km

Commonwealth Bank

Banks & Financial Institutions, Tweed Heads South, NSW 2486

54 Minjungbal Dr, Tweed Heads South, NSW, 2486

7.36km

Br Davis Services Pty Ltd

Accountants & Auditors, Tweed Heads, NSW 2485

25 Florence St, Tweed Heads, QLD, 2485

10.27km

Nab

Banks & Financial Institutions, Coolangatta, QLD 4225

Open until 6:00pm

84-88 Griffith St, Coolangatta, QLD, 4225

11.01km

Commonwealth Bank

Banks & Financial Institutions, Coolangatta, QLD 4225

72-80 Marine Parade, Coolangatta, QLD, 4225

11.11km

Average rating for
Financial Planning
in Cudgen and surrounding suburbs

Based on 25 reviews of 14 businesses on this page

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