Local Financial Planning in Melbourne VIC

267 Results for Financial Planning Near You







Target Wealth

Financial Planning, Melbourne, VIC 3000

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!

Wealth Arena

Financial Planning, Melbourne, VIC 3000

Retirement Victoria

Financial Planning, Melbourne, VIC 3000

Open until 5:00pm

Wilson HTM Melbourne

Financial Planning, Melbourne, VIC 3000

Lifespan Financial Planning Pty Ltd

Financial Planning, Melbourne, VIC 3000

Lifespan Financial Planning Pty Ltd

Financial Planning, Melbourne, VIC 3000

Capstone Financial Planning Pty Ltd

Financial Planning, Melbourne, VIC 3000

Open until 5:00pm

Securitor Financial Group

Financial Planning, Melbourne, VIC 3000

Industry Fund Financial Planning

Financial Planning, Melbourne, VIC 3000

Count Wealth Accountants

Financial Planning, Melbourne, VIC 3000

Virgo

Financial Planning, Melbourne, VIC 3000

Falconer Robert

Financial Planning, Melbourne, VIC 3000

Vantage Finance Group

Financial Planning, Melbourne, VIC 3000

NK Consultants

Financial Planning, Melbourne, VIC 3000

FMD Financial Pty Ltd

Financial Planning, Melbourne, VIC 3000











Showing results 36 - 70 of 267

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