Local Financial Planning in Maidstone VIC

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Modoras Financial Performance Solutions

Financial Planning, Altona North, VIC 3025


Open until 5:30pm

Retirement Planning - Investment Planning

Holistic financial management
Intelligent financial planning advice
Brisbane-based, family-run business
Australian Small Business Champion - Business Services
IFA Excellence Awards FINALIST: Best Client Servicing
IFA Excellence Awards FINALIST: Boutique Firm of the Year
Holistic financial management
Intelligent financial planning advice
Brisbane-based, family-run business
Australian Small Business Champion - Business Services
IFA Excellence Awards FINALIST: Best Client Servicing
IFA Excellence Awards FINALIST: Boutique Firm of the Year
Modoras offers a team of highly qualified financial planners and boasts market-leading infrastructure and systems. Combined with our commitment to ongoing research and education, this enables us to monitor the market and financial products with great effect to ensure we can recommend the most appropriate solutions to ensure your financial confidence, whatever the market may be doing.

Legal ID: Australian Financial Services Licence No. 233209

Financially Coached

Financial Planning, Maribyrnong, VIC 3032

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!

Count Wealth Accountants

Financial Planning, Keilor East, VIC 3033

CMV Financial Services

Financial Planning, Essendon, VIC 3040

Open until 5:30pm

Wealth Architects

Financial Planning, Brunswick, VIC 3056

The Money Hub

Financial Planning, Moonee Ponds, VIC 3039

LUCRF Super

Financial Planning, Docklands, VIC 3008

Innate Wealth

Financial Planning, Keilor, VIC 3036

Retirement Victoria

Financial Planning, Moonee Ponds, VIC 3039

Control Finance

Financial Planning, Essendon North, VIC 3041

The Freedom Coach

Financial Planning, Yarraville, VIC 3013

Horvat Financial Advisors P/L

Financial Planning, Essendon, VIC 3040

SBA Financial

Financial Planning, Essendon, VIC 3040











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