Local Financial Planning in Patterson Lakes VIC

46 Results for Financial Planning Near You







Lake Edge Financial Services

Financial Planning, Patterson Lakes, VIC 3197


Keats Accounting

Tax Agents, Carrum Downs, VIC 3201


Shepard Webster & O'Neill

Accountants & Auditors, Frankston, VIC 3199


Open until 5:00pm

Servicing The Local Area & Beyond For Over 75 Years

Xero
Xero
The firm was established in 1948 & over the years we have grown in size. The firm presently consists of 6 Directors, 14 Professional staff & 6 Administrative support staff. Of the total complement, 19 are qualified accountants, most with membership of either or both of the major accounting professional bodies.

Harman R & Associates

Accountants & Auditors, Bangholme, VIC 3175


Open until 5:00pm

Professional Tax Accountants In Dandenong And Surrounds

Highly professional service
Reliable & friendly team
Expert advice
Highly professional service
Reliable & friendly team
Expert advice

Accountants & Auditors, servicing Bangholme

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!

Diversified Financial Planners

Financial Planning, Frankston, VIC 3199

Future First

Financial Planning, Frankston, VIC 3199

Retire On Track

Financial Planning, Dingley Village, VIC 3172

Northeast Wealth

Financial Planning, Skye, VIC 3977

R.P.I. Financial Services Pty Ltd

Financial Planning, Frankston, VIC 3199

Better Financial Future

Financial Planning, Braeside, VIC 3195

AdvicePlan

Accountants & Auditors, Chelsea, VIC 3196

Commonwealth Bank

Banks & Financial Institutions, Chelsea, VIC 3196

Ross Wadeson Accountants

Accountants & Auditors, Braeside, VIC 3195

Open until 5:30pm

Legal ID: Innovative, forward-looking organisation

Hartley Australia Pty Ltd

Accountants & Auditors, Mordialloc, VIC 3195

Stephanie Pieske Accountants

Accountants & Auditors, Frankston, VIC 3199

Open until 5:00pm

H S Cooper and Co Pty Ltd

Accountants & Auditors, Frankston, VIC 3199

Open until 4:00pm

Alpha To Omega Business Services

Accountants & Auditors, Frankston, VIC 3199

Open until 5:00pm

Capstone Financial Planning Pty Ltd.

Superannuation Fund, Annuity & Rollover Consultants, Frankston, VIC 3199

Port Phillip Group

Accountants & Auditors, Frankston, VIC 3199

Flinders Partners Group

Accountants & Auditors, Frankston, VIC 3199

Kemp & Partners

Accountants & Auditors, Frankston, VIC 3199

4.4
Average rating for
Financial Planning
in Patterson Lakes and surrounding suburbs

Based on 49 reviews of 34 businesses on this page











Showing results 1 - 35 of 46

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