Local Financial Planning in Jeparit VIC

28 Results for Financial Planning Near You







Shadforth Financial Group

Financial Planning, Horsham, VIC 3400


Open until 5:00pm

Legal ID: AFSL No 318 613

Retirement Victoria

Financial Planning, Horsham, VIC 3400


Open until 5:00pm

Visa Help Australia

Financial Planning, Horsham, VIC 3400


Money Managers

Financial Planning, Horsham, VIC 3400

Brendan Bryan

Financial Planning, Horsham, VIC 3400

Wimmera Financial Solutions

Financial Planning, Horsham, VIC 3400

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!

Green Taylor Financial Services

Financial Planning, Horsham, VIC 3400

Nab

Banks & Financial Institutions, Jeparit, VIC 3423

Nab

Banks & Financial Institutions, Rainbow, VIC 3424

Nab

Banks & Financial Institutions, Nhill, VIC 3418

Nab

Banks & Financial Institutions, Warracknabeal, VIC 3393

Nab

Banks & Financial Institutions, Beulah, VIC 3395

Commonwealth Bank

Banks & Financial Institutions, Rainbow, VIC 3424

Commonwealth Bank

Banks & Financial Institutions, Dimboola, VIC 3414

Commonwealth Bank

Banks & Financial Institutions, Warracknabeal, VIC 3393

Knights Accounting

Accountants & Auditors, Rupanyup, VIC 3388

Nab

Banks & Financial Institutions, Horsham, VIC 3400

Elders Insurance

General Insurance, Horsham, VIC 3400

Open until 5:00pm

Elders Insurance

General Insurance, Horsham, VIC 3400

Open until 5:00pm

Commonwealth Bank

Banks & Financial Institutions, Hopetoun, VIC 3396

Commonwealth Bank

Banks & Financial Institutions, Horsham, VIC 3400

Nab

Banks & Financial Institutions, Kaniva, VIC 3419

Nab

Banks & Financial Institutions, Goroke, VIC 3412

Connor Glenn Thomas

Tax Agents, Horsham, VIC 3400

Commonwealth Bank

Banks & Financial Institutions, Murtoa, VIC 3390

Commonwealth Bank

Banks & Financial Institutions, Kaniva, VIC 3419

Commonwealth Bank

Banks & Financial Institutions, Birchip, VIC 3483











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