Local Financial Planning in Eastwood SA

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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!

MBA Financial Strategists Pty Ltd

Financial Planning, Unley, SA 5061

Open until 5:00am

Elders Financial Planning

Financial Planning, Rose Park, SA 5067

Legal ID: Wide range of investments

Nitschke Nancarrow Accountants

Financial Planning, Myrtle Bank, SA 5064

Expert tax advice, audits and full financial services for individuals, small businesses and franchisees

Crest Financial Planning

Financial Planning, Adelaide, SA 5000

Wealthtransfer

Financial Planning, Norwood, SA 5067

Catapult Wealth

Financial Planning, Norwood, SA 5067

Abacus Investment Management Ltd

Financial Planning, Adelaide, SA 5000

Novo Wealth

Financial Planning, Kent Town, SA 5067

2020 Financial Planning

Financial Planning, Myrtle Bank, SA 5064

Eclipse Wealth Management Pty Ltd

Financial Planning, Adelaide, SA 5000

Open until 5:00pm

Platinum Strategies

Financial Planning, Unley, SA 5061

Count Wealth Accountants

Financial Planning, Rose Park, SA 5067

Count Wealth Accountants

Financial Planning, Adelaide, SA 5000

SA State Financial Services

Financial Planning, Rose Park, SA 5067

Chancellor Group

Financial Planning, Adelaide, SA 5000

Count Wealth Accountants

Financial Planning, Unley, SA 5061











Showing results 36 - 70 of 256

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