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Local Financial Planning in Grantham QLD

7 Results for Financial Planning Near You







RetireInvest

Financial Planning, Gatton, QLD 4343


Not provided

Apex Accounting

Accountants & Auditors, Gatton, QLD 4343


Open by appt

Dedicated to maximising your tax refund!

Registered Tax Agent
Registered Tax Agent
Apex Accounting opened in 2010 to provide a personalised tax and accounting service to individuals and small business. We use the latest accounting software and all tax returns are lodged electronically.

Legal ID: Registered Tax Agent 24778850

Nab

Banks & Financial Institutions, Gatton, QLD 4343


Tally Accounts

Accountants & Auditors, Withcott, QLD 4352


5.0

(4)

Open by appt

Commonwealth Bank

Banks & Financial Institutions, Gatton, QLD 4343

Nab

Banks & Financial Institutions, Laidley, QLD 4341

Hooper Taxation Services Pty Ltd

Tax Agents, Laidley, QLD 4341

Featured review

Paul G.
left a review for

Tally Accounts

Over the past 2 financial years we have moved our bookkeeping to Xero and endeavoured to develop our office management systems, stream lining things as best as possible. Marion from Tally accounts has been brilliant in assisting us to achieve this. The Key points to describe Marion’s services for us would be • Contactable. Marion answers her phone most times I call, and if not, always gets back to us in a timely manner. You get to talk directly to your accountant. • Accountable. Have you ever had an accountant that invoices for their hours rendered for different levels of service, accounting advice rates, book keeping rates..etc, and providing dates and hours rendered for services provided? Until now we hadn’t. Marion’s invoices are detailed and reasonable, accountable. • Knowledge. Marion is a gun with XERO, and also has set us up with Receipt bank. It’s amazing how quickly a mistake is sorted out when I’ve stuffed something up. • Professional. We have had nothing less than Prompt and reliable professional services from Tally accounts. We move forward now with confidence, using Xero, Receipt bank, and Tally Accounts professional services.

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!











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