Local Financial Planning in Roxburgh Park VIC

Name: Commonwealth Bank
Address: 488 Sydney Rd, Coburg, VIC, 3058
Telephone: (03) 9350 6266
Price range: none

117 Results for Financial Planning Near You

Commonwealth Bank

Banks & Financial Institutions, Coburg, VIC 3058

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488 Sydney Rd, Coburg, VIC, 3058

13.42km

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HAB Accounting Services

Bookkeeping Services, Wollert, VIC 3750

Open until 5:00pm

Personal & Business Tax Returns, Business Services

Income Tax, Planning and Advice

Tax Return Preparation and Auditing

Company Set up, Trust, Not for Profit

Registered Tax Agent With The Tax Practitioners Board

ASIC Registered Agent

Certified Public Accountant (CPA)

Income Tax, Planning and Advice

Tax Return Preparation and Auditing

Company Set up, Trust, Not for Profit

Registered Tax Agent With The Tax Practitioners Board

ASIC Registered Agent

Certified Public Accountant (CPA)

HAB Accounting established in Australia since 2009. We specialise in taxation and accounting support to individual and business clients. With over 12yrs of experience in taxation, commercial management accounting and business management we can assist with the financial management of your business. Offering tax solutions, service and value.

15 Whitebark St, Wollert, VIC, 3750

10.31km

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15 Whitebark St, Wollert, VIC, 3750

10.31km

15 Whitebark St, Wollert, VIC, 3750

10.31km

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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!