Local Financial Planning in Parramatta NSW

101 Results for Financial Planning Near You







The Tax Factor

Accountants & Auditors, Merrylands, NSW 2160

Nab

Banks & Financial Institutions, Parramatta, NSW 2150

Nab

Banks & Financial Institutions, Merrylands, NSW 2160

Commonwealth Bank

Banks & Financial Institutions, Parramatta, NSW 2150

Commonwealth Bank

Banks & Financial Institutions, Parramatta, NSW 2150

Commonwealth Bank

Banks & Financial Institutions, Parramatta, NSW 2150

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!

Commonwealth Bank

Banks & Financial Institutions, Westmead, NSW 2145

Commonwealth Bank

Banks & Financial Institutions, Granville, NSW 2142

John J Elias & Co. Pty Ltd

Accountants & Auditors, Baulkham Hills, NSW 2153

Open by appt

Hadleys CPAs

Accountants & Auditors, Baulkham Hills, NSW 2153

Georges Alexander

Accountants & Auditors, Baulkham Hills, NSW 2153

Open until 5:00pm

Prosperity Chartered Accountants

Accountants & Auditors, Auburn, NSW 2144

Lifespan Financial Planning Pty Ltd

Investing & Investment Services, Winston Hills, NSW 2153

Nab

Banks & Financial Institutions, Baulkham Hills, NSW 2153

Nab

Banks & Financial Institutions, Carlingford, NSW 2118

Nab

Banks & Financial Institutions, Auburn, NSW 2144

Commonwealth Bank

Banks & Financial Institutions, Guildford, NSW 2161

Commonwealth Bank

Banks & Financial Institutions, Pendle Hill, NSW 2145

Commonwealth Bank

Banks & Financial Institutions, Greystanes, NSW 2145

Commonwealth Bank

Banks & Financial Institutions, Winston Hills, NSW 2153

Commonwealth Bank

Banks & Financial Institutions, Toongabbie, NSW 2146

Commonwealth Bank

Banks & Financial Institutions, Lidcombe, NSW 2141

Commonwealth Bank

Banks & Financial Institutions, Baulkham Hills, NSW 2153

Commonwealth Bank

Banks & Financial Institutions, Carlingford, NSW 2118

Commonwealth Bank

Banks & Financial Institutions, Seven Hills, NSW 2147











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