Local Financial Planning in Greenbank QLD

534 Results for Financial Planning Near You







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!

Integrity Financial Management

Financial Planning, Ormeau, QLD 4208

Sherrin Partners

Financial Planning, Brisbane City, QLD 4000

Finlease

Financial Planning, Milton, QLD 4064

Oak Tree Financial Planning

Financial Planning, Brisbane City, QLD 4000

Legal ID: Financial Advice

Invest Blue

Financial Planning, Milton, QLD 4064

Gordon Brothers

Financial Planning, Brisbane City, QLD 4000

Humphrey Super

Financial Planning, Spring Hill, QLD 4000

Your Future Strategy

Financial Planning, Morningside, QLD 4170

Forwood Planning

Financial Planning, Fortitude Valley, QLD 4006











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