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Local Financial Planning in South Murwillumbah NSW

9 Results for Financial Planning Near You







Batten Ian

Financial Planning, Murwillumbah, NSW 2484


Grant & Brady

Accountants & Auditors, Murwillumbah, NSW 2484


Stone John Murray

Accountants & Auditors, Murwillumbah, NSW 2484


Best Business Practice Pty Ltd

Accountants & Auditors, Murwillumbah, NSW 2484


5.0

(2)

Legal ID: CPA qualified to provide excellent advice

Nab

Banks & Financial Institutions, Murwillumbah, NSW 2484

1.0

(1)

Open until 9:00pm

Moore Bookkeeping & Business Solutions

Bookkeeping Services, Murwillumbah, NSW 2484

Open until 5:00pm

Empowering small business owners around their finances, by relieving them of the stress & confusion and providing clarity & confidence to grow their business.

Legal ID: BAS Agent # 25968917

Elders Insurance

General Insurance, Murwillumbah, NSW 2484

Featured review

Tierri A.
left a review for

Best Business Practice Pty Ltd

I have been an appreciative client of Best Business Practice for over a decade. This family run firm is reliable, trustworthy and honest. Staff go the extra mile to make clients feel valued. My tax returns are completed with precision and on time. I would never go anywhere else. Tierri

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!

Tweed Valley Accounting

Tax Agents, Murwillumbah, NSW 2484

Open until 5:00pm

Commonwealth Bank

Banks & Financial Institutions, Murwillumbah, NSW 2484











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