Local Financial Planning in Peakhurst Heights NSW

120 Results for Financial Planning Near You







Connect Insight & Planning

Financial Planning, Lugarno, NSW 2210


Liquidity

Financial Planning, Oatley, NSW 2223


Three Stones Finance Pty Ltd

Financial Planning, Penshurst, NSW 2222


Count Wealth Accountants

Financial Planning, Padstow, NSW 2211

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!

BFAA Accountants

Financial Planning, Sutherland, NSW 2232

Not provided

StatePlus

Financial Planning, Gymea, NSW 2227

Closed

Legal ID: Australian Financial Service Licence (AFSL) 238430, Registrable Superannuation Entity (RSE) Licence Number Is L0002394

Advice and Protection

Financial Planning, Beverly Hills, NSW 2209

Retirement Victoria

Financial Planning, Sutherland, NSW 2232

Lifespan Financial Planning Pty Ltd

Financial Planning, Sutherland, NSW 2232

Lifespan Financial Planning Pty Ltd

Financial Planning, Sutherland, NSW 2232

Lifespan Financial Planning Pty Ltd

Financial Planning, Carlton, NSW 2218

Count Wealth Accountants

Financial Planning, Beverly Hills, NSW 2209

Harman Advisory Service Pty Ltd

Financial Planning, Kingsgrove, NSW 2208

Count Wealth Accountants

Financial Planning, Hurstville, NSW 2220

4
Average rating for
Financial Planning
in Peakhurst Heights and surrounding suburbs

Based on 25 reviews of 14 businesses on this page











Showing results 1 - 35 of 120

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