Local Financial Planning in Wantirna South VIC

91 Results for Financial Planning Near You







Lifespan Financial Planning Pty Ltd

Financial Planning, Wantirna South, VIC 3152


Wealth Assist Financial

Financial Planning, Wantirna, VIC 3152

Open until 5:00pm

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!

Review Financial

Financial Planning, Bayswater, VIC 3153

FM Financial

Financial Planning, Wheelers Hill, VIC 3150

Open until 5:00pm

Legal ID: Financial Planning & Advice

Leishman Financial Services Pty Ltd

Financial Planning, Glen Waverley, VIC 3150

Horizons Wealth

Financial Planning, Scoresby, VIC 3179

Rapad Care Services

Financial Planning, Glen Waverley, VIC 3150

Lifespan Financial Planning Pty Ltd

Financial Planning, Ringwood East, VIC 3135

Count Wealth Accountants

Financial Planning, Boronia, VIC 3155

Neil Allen

Financial Planning, Vermont South, VIC 3133

PLM Financial Group

Financial Planning, Boronia, VIC 3155

Taxplus

Financial Planning, Boronia, VIC 3155

Hillross Financial

Financial Planning, Ringwood, VIC 3134

4.4
Average rating for
Financial Planning
in Wantirna South and surrounding suburbs

Based on 49 reviews of 34 businesses on this page











Showing results 1 - 35 of 91

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