Local Financial Planning in Southbank VIC

Level 2 15 Queen St, Melbourne, VIC, 3000

800m

Carpenter Barlow PTY LTD

Financial Planning, Melbourne, VIC 3000

Level 13 10-16 Queen St, Melbourne, VIC, 3000

828m

Mercer Australia Pty Ltd

Financial Planning, Docklands, VIC 3008

727 Collins St, Docklands, VIC, 3008

953m

Intralink Wealth Management Pty Ltd

Financial Planning, Melbourne, VIC 3000

Level 10 360 Collins St, Melbourne, VIC, 3000

1.05km

Target Wealth

Financial Planning, Melbourne, VIC 3000

Lvl 3/ 340 Collins St, Melbourne, VIC, 3000

1.06km

Financial Index Wealth Accountants

Financial Planning, Melbourne, VIC 3000

Level 23 600 Bourke St, Melbourne, VIC, 3000

1.1km

RetireInvest / RI Advice

Financial Planning, Melbourne, VIC 3000

Level 22 570 Bourke St, Melbourne, VIC, 3000

1.11km

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!

Moneywise Personal Financial Management Pty Ltd

Financial Planning, Docklands, VIC 3008

Open until 5:30am

Level 17 Tower One Collins Square 727 Collins St, Docklands, VIC, 3008

950m

Lifespan Financial Planning Pty Ltd

Financial Planning, Melbourne, VIC 3000

Open until 5:30pm

Level 12 575 Bourke St, Melbourne, VIC, 3000

1km

Australian Financial Services Ltd

Financial Planning, Melbourne, VIC 3000

Level 19 31 Queen St, Melbourne, VIC, 3000

822m

Count Wealth Accountants

Financial Planning, Melbourne, VIC 3000

Lvl 2 517 Flinders Lane, Melbourne, VIC, 3000

646m

FSS Financial Planning Pty Ltd.

Financial Planning, Melbourne, VIC 3000

13/ 15 William St, Melbourne, VIC, 3000

680m

Guardian Financial Planning

Financial Planning, Melbourne, VIC 3000

Level 10 15 William St, Melbourne, VIC, 3000

700m

Shadforth Financial Group

Financial Planning, Melbourne, VIC 3000

Lvl 47 525 Collins St, Melbourne, VIC, 3000

755m

Bennelong Funds Management Ltd

Financial Planning, Melbourne, VIC 3000

Ground Floor 9 Queen St, Melbourne, VIC, 3000

785m

Portfolio & Wealth Management

Financial Planning, Melbourne, VIC 3000

Level 2/ 15 Queen St, Melbourne, VIC, 3000

799m

Your Personal CFO

Financial Planning, Melbourne, VIC 3000

Level 2/ 15 Queen St, Melbourne, VIC, 3000

799m

Personal Financial Services Pty Ltd

Financial Planning, Melbourne, VIC 3000

Lvl 8/ 2 Queen St, Melbourne, VIC, 3000

811m

Horizon Financial Services

Financial Planning, Melbourne, VIC 3000

Lvl 3/ 50 Market St, Melbourne, VIC, 3000

822m

Pareto Wealth

Financial Planning, Melbourne, VIC 3000

Level 10/ 50 Market St, Melbourne, VIC, 3000

823m

ipac

Financial Planning, Melbourne, VIC 3000

Level 19 459 Collins St, Melbourne, VIC, 3000

840m

Peregrine Securities & Investments

Financial Planning, Melbourne, VIC 3000

Level 6/ 34 Queen St, Melbourne, VIC, 3000

854m

Kingfisher Financial Solutions Pty Ltd

Financial Planning, South Melbourne, VIC 3205

174 Cecil St, South Melbourne, VIC, 3205

931m

Frontier Financial Group Pty Ltd

Financial Planning, Melbourne, VIC 3000

Level 4 420 Collins St, Melbourne, VIC, 3000

932m

Legal ID: Building your wealth

Warr Hunt

Financial Planning, Melbourne, VIC 3000

Level 7/ 400 Collins St, Melbourne, VIC, 3000

946m

Map Venture Partners (Holdings) Pty Ltd

Financial Planning, Melbourne, VIC 3000

Lvl 5/ 404 Collins St, Melbourne, VIC, 3000

951m

McQueen Wealth Management

Financial Planning, Melbourne, VIC 3000

Lvl 21/ 357 Collins St, Melbourne, VIC, 3000

955m

Australian Stock Report Ltd

Financial Planning, Melbourne, VIC 3000

Suite 805/ 530 Little Collins St, Melbourne, VIC, 3000

958m

Moore Stephens Financial Planning

Financial Planning, Melbourne, VIC 3000

Lvl 10/ 530 Collins St, Melbourne, VIC, 3000

958m

RG146 Training Australia

Financial Planning, Melbourne, VIC 3000

Level 2/ 349 Collins St, Melbourne, VIC, 3000

987m

FMD Financial Pty Ltd

Financial Planning, Melbourne, VIC 3000

Lvl 31 367 Collins St, Melbourne, VIC, 3000

990m

Leverington Financial Group Pty Ltd The

Financial Planning, Melbourne, VIC 3000

Lvl 8/ 99 Queen St, Melbourne, VIC, 3000

1.02km

AGP Equities Pty Ltd

Financial Planning, South Melbourne, VIC 3205

240 Bank St, South Melbourne, VIC, 3205

1.02km

Stanhope Investment Services

Financial Planning, Melbourne, VIC 3000

430 Little Collins St, Melbourne, VIC, 3000

1.04km

Merifield Financial Services

Financial Planning, Melbourne, VIC 3000

Level 40 140 William St, Melbourne, VIC, 3001

1.05km

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