Local Financial Planning in Kings Park VIC

27 Results for Financial Planning Near You







Innate Wealth

Financial Planning, Keilor, VIC 3036


Wealth Assure

Financial Planning, Derrimut, VIC 3026


Count Wealth Accountants

Financial Planning, Keilor East, VIC 3033

Tree Of Life Accounting Services Pty Ltd

Accountants & Auditors, Ravenhall, VIC 3023

Accontax

Accountants & Auditors, Caroline Springs, VIC 3023

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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!

Tax Store St Albans & Cairnlea

Accountants & Auditors, St Albans, VIC 3021

Tudo Business Solutions

Accountants & Auditors, St Albans, VIC 3021

Maxima Accountants

Accountants & Auditors, Caroline Springs, VIC 3023

Maxima Accountants is an energetic and innovative accounting, taxation and business advisory firm.

Nab

Banks & Financial Institutions, St Albans, VIC 3021

Nab

Banks & Financial Institutions, Deer Park, VIC 3023

Nab

Banks & Financial Institutions, Taylors Lakes, VIC 3038

Commonwealth Bank

Banks & Financial Institutions, St Albans, VIC 3021

Commonwealth Bank

Banks & Financial Institutions, Taylors Lakes, VIC 3038

Commonwealth Bank

Banks & Financial Institutions, Caroline Springs, VIC 3023

Commonwealth Bank

Banks & Financial Institutions, Keilor Downs, VIC 3038

KT Associates

Accountants & Auditors, Keilor, VIC 3036

DELPHI BUSINESS GROUP PTY LTD

Accountants & Auditors, Keilor Park, VIC 3042

Simplex Accounting Pty Ltd

Accountants & Auditors, Keilor Park, VIC 3042

Borisov Accounting Services

Accountants & Auditors, Keilor East, VIC 3033

Nab

Banks & Financial Institutions, Sunshine, VIC 3020

Elders Insurance

General Insurance, Keilor East, VIC 3033

Commonwealth Bank

Banks & Financial Institutions, Keilor, VIC 3036

Commonwealth Bank

Banks & Financial Institutions, Keilor East, VIC 3033











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