Local Financial Planning in Sassafras VIC

Closed

3 Main St, Upwey, VIC, 3158

4.5km

First Class Accounts - Ferntree Gully Pty Ltd

Bookkeeping Services, Ferntree Gully, VIC 3156

Closed

More Than Just Bookkeepers

First Class Accounts Ferntree Gully is a full service bookkeeping corporation serving a wide range of industry types. Our services are ideal for organisations who do not have the time or background to handle accounting functions.

Jenbury Financial

Financial Planning, Boronia, VIC 3155

Ste 2/ 173 Boronia Rd, Boronia, VIC, 3155

5.67km

Asa Financial Advisers Pty Ltd

Financial Planning, Croydon South, VIC 3136

Unit 6/ 1 Sigma Dr, Croydon South, VIC, 3136

7.04km

Lime Financial Planning

Financial Planning, Wantirna South, VIC 3152

Knox City Centre Suite 405 / Level 4 425 Burwood Hwy, Wantirna South, VIC, 3152

9.27km

Momentum Wealth Management Corporation Pty Ltd

Financial Planning, Wantirna South, VIC 3152

Suite 4 410 Burwood Hwy, Wantirna South, VIC, 3152

9.61km

Hendrie Financial Strategies

Financial Planning, Croydon, VIC 3136

23 Lacey St, Croydon, VIC, 3136

9.35km

Featured reviews

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!

Tax Plus Financial Services

Financial Planning, Boronia, VIC 3155

Suite 1 18- 20 Floriston Rd, Boronia, VIC, 3155

4.97km

Taxplus

Financial Planning, Boronia, VIC 3155

PLM Financial Group

Financial Planning, Boronia, VIC 3155

89 Boronia Rd, Boronia, VIC, 3155

5.13km

Count Wealth Accountants

Financial Planning, Boronia, VIC 3155

224 Dorset Rd, Boronia, VIC, 3155

5.2km

STM Financial Planning

Financial Planning, Croydon South, VIC 3136

Unit 6 1 Sigma Dr, Croydon South, VIC, 3136

7.01km

Count Wealth Accountants

Financial Planning, Kilsyth, VIC 3137

28 Landstrom Quadrant, Kilsyth, VIC, 3137

7.4km

Review Financial

Financial Planning, Bayswater, VIC 3153

Suite 11 42-50 Stud Rd, Bayswater, VIC, 3153

8.91km

Count Wealth Accountants

Financial Planning, Mooroolbark, VIC 3138

Shop 4 91 Brice Ave, Mooroolbark, VIC, 3138

9.17km

Lifespan Financial Planning Pty Ltd

Financial Planning, Emerald, VIC 3782

164 Monbulk Rd, Emerald, VIC, 3782

9.37km

Advisor Investment Services Ltd

Financial Planning, Croydon, VIC 3136

Suite 6/ 8 Thomas Brew Lane, Croydon, VIC, 3136

9.44km

Count Wealth Accountants

Financial Planning, Rowville, VIC 3178

Ste 16 150 Kelletts Rd, Rowville, VIC, 3178

9.48km

Jokama Financial Services

Financial Planning, Wantirna South, VIC 3152

Level 1 Office 1 420 Burwood Hwy, Wantirna South, VIC, 3152

9.5km

Integrity Financial Planners Pty Ltd

Financial Planning, Croydon, VIC 3136

Suite 2 1 Railway Crst, Croydon, VIC, 3136

9.55km

Count Wealth Accountants

Financial Planning, Croydon, VIC 3136

Ste 2 4- 6 Croydon Rd, Croydon, VIC, 3136

9.59km

Advisor Investment Services Ltd

Financial Planning, Lilydale, VIC 3140

595 Hull Rd, Lilydale, VIC, 3140

9.71km

Colin Flynn & Associates Pty Ltd

Retirement Planning & Advisory Services, Lilydale, VIC 3140

5.0

(1)

Closed

595 Hull Rd, Lilydale, VIC, 3140

9.71km

Legal ID: Authorised Representative of Total Financial Solutions Australia Limited AFSL 224954

STM Accounting Group

Accountants & Auditors, Croydon South, VIC 3136

5.0

(1)

Closed

Unit 6 1 Sigma Dr, Croydon South, VIC, 3136

7.01km

MND Accounting

Accountants & Auditors, Mooroolbark, VIC 3138

Closed

Shop 1/ 91-111 Brice Ave, Mooroolbark, VIC, 3138

9.16km

Hendrie Financial Planning

Superannuation Fund, Annuity & Rollover Consultants, Croydon, VIC 3136

23 Lacey St, Croydon, VIC, 3136

9.35km

Ritchi Broking Services

Accountants & Auditors, Boronia, VIC 3155

1/ 10 Floriston Rd, Boronia, VIC, 3155

4.96km

Cooper & Lockhart Pty Ltd

Accountants & Auditors, Wantirna South, VIC 3152

Open by appt

Suite 10, 249 Stud Rd, Wantirna South, VIC, 3152

9.23km

NP Accounting Pty Ltd

Accountants & Auditors, Boronia, VIC 3155

Not provided

258 Dorset Rd, Boronia, VIC, 3155

5.18km

Allpoints Accounting Pty Ltd

Accountants & Auditors, Boronia, VIC 3155

Ste 2/ 176 Boronia Rd, Boronia, VIC, 3155

5.73km

Nab

Banks & Financial Institutions, Ferntree Gully, VIC 3156

Open until 6:00pm

Mountain Gate Shopping Centre Shop 30 Mountain Gate Dr, Ferntree Gully, VIC, 3156

6.91km

Nab

Banks & Financial Institutions, Bayswater, VIC 3153

Open until 6:00pm

726 Mountain Hwy, Bayswater, VIC, 3153

7.41km

Nab

Banks & Financial Institutions, Croydon, VIC 3136

Open until 6:00pm

165-169 Main St, Croydon, VIC, 3136

9.31km

Nab

Banks & Financial Institutions, Monbulk, VIC 3793

Open until 6:00pm

53 Main St, Monbulk, VIC, 3793

5.58km

Nab

Banks & Financial Institutions, Wantirna South, VIC 3152

Open until 6:00pm

Knox City Shopping Centre Shop 2057 Level 2 425 Burwood Hwy, Wantirna South, VIC, 3152

9.27km

4.4

Average rating for
Financial Planning
in Sassafras and surrounding suburbs

Based on 49 reviews of 34 businesses on this page

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Saward Dawson

Accountants & Auditors

Chartered Accountants - Corporate & Individual