Local Financial Planning in Quakers Hill NSW

79 Results for Financial Planning Near You







Primerate Financial Alternatives

Financial Planning, Oakhurst, NSW 2761


Accrew Accountants

Accountants & Auditors, Glenwood, NSW 2768


Open until 5:00pm

Tax Management Accountant for Small & Medium Businesses

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!

Financial Planning In The Hills

Financial Planning, Castle Hill, NSW 2154

Red Oak Financial

Financial Planning, Kellyville, NSW 2155

Lifespan Financial Planning Pty Ltd

Financial Planning, Bella Vista, NSW 2153

Lifespan Financial Planning Pty Ltd

Financial Planning, Bella Vista, NSW 2153

Central Financial Planning

Financial Planning, Kellyville Ridge, NSW 2155

Mandalay Wealth Management

Financial Planning, Bella Vista, NSW 2153

Astonia Private Wealth

Financial Planning, Norwest, NSW 2153

IRIS Financial Solutions

Financial Planning, Castle Hill, NSW 2154

Nab

Banks & Financial Institutions, Kings Park, NSW 2148

Commonwealth Bank

Banks & Financial Institutions, Kings Langley, NSW 2147

Commonwealth Bank

Banks & Financial Institutions, Doonside, NSW 2767

Business Growth HQ

Accountants & Auditors, Bella Vista, NSW 2153

BA Robinson & Associates

Accountants & Auditors, Bella Vista, NSW 2153











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