Local Financial Planning in Waterfall NSW

61 Results for Financial Planning Near You







Count Wealth Accountants

Financial Planning, Engadine, NSW 2233


Lanham Financial Advisory Pty Ltd

Financial Planning, Miranda, NSW 2228

Not provided

Robert Starky

Financial Planning, Stanwell Tops, NSW 2508

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!

BFAA Accountants

Financial Planning, Sutherland, NSW 2232

Not provided

StatePlus

Financial Planning, Gymea, NSW 2227

Closed

Legal ID: Australian Financial Service Licence (AFSL) 238430, Registrable Superannuation Entity (RSE) Licence Number Is L0002394

Retirement Victoria

Financial Planning, Sutherland, NSW 2232

Lifespan Financial Planning Pty Ltd

Financial Planning, Sutherland, NSW 2232

Lifespan Financial Planning Pty Ltd

Financial Planning, Sutherland, NSW 2232

Carroll John E

Financial Planning, Sutherland, NSW 2232

David Reed Financial Services

Financial Planning, Miranda, NSW 2228

CPR Wealth

Financial Planning, Gymea, NSW 2227











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