Local Financial Planning in West Perth WA

Andep Investment Consultancy

Financial Planning, Perth, WA 6000

Open until 5:00pm

Level 13/ 251 Adelaide Tce, Perth, WA, 6000

2.69km

Legal ID: AFSL: 230176

StatePlus

Financial Planning, Perth, WA 6000

Open until 5:15pm

Level 3, 197 St. Georges Terrace, Perth, WA, 6000

1.34km

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

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!

EBM

Financial Planning, Perth, WA 6000

Open until 5:00pm

Legal ID: 246986

Taylor Financial Planners P/L

Financial Planning, Subiaco, WA 6008

57 Forrest St, Subiaco, WA, 6008

1.83km

Legal ID: AFSL 241465

Knight Financial Advisors

Financial Planning, Daglish, WA 6008

Open until 5:00pm

Level 2 100 Railway Rd, Subiaco, WA, 6008

1.9km

Canaccord Genuity Patersons Limited

Financial Planning, Perth, WA 6000

2.0

(1)

Level 23, Exchange Tower 2 The Esplanade, Perth, WA, 6000

1.97km

Entrust Private Wealth Management Pty Ltd

Financial Planning, Perth, WA 6000

Level 18 58 Mounts Bay Rd, Perth, WA, 6000

1.44km

Financial Pathfinders Pty Ltd

Financial Planning, Perth, WA 6000

Open until 5:00pm

Level 6 55 St Georges Tce, Perth, WA, 6000

1.95km

Legal ID: Quality service

Fisher GT Financial Group Pty Ltd

Financial Planning, Perth, WA 6000

Lvl 6/ 256 St Georges Tce, Perth, WA, 6000

1.13km

Future Wealth Planners

Financial Planning, West Leederville, WA 6007

Level 4 50 Oxford Cl, West Leederville, WA, 6007

1.45km

Gordon Brothers

Financial Planning, Perth, WA 6000

Level 32 152-158 St Georges Tce, Perth, WA, 6000

1.66km

BWA Managed Investments Ltd

Financial Planning, Perth, WA 6000

108 St Georges Tce, Perth, WA, 6001

1.79km

Utopia Financial Partners

Financial Planning, Subiaco, WA 6008

B 13/ 431 Roberts Rd, Subiaco, WA, 6008

1.79km

Southshore Finance

Financial Planning, Subiaco, WA 6008

47 Forrest St, Subiaco, WA, 6008

1.8km

RentPay Technology Pty Ltd

Financial Planning, Perth, WA 6000

Peritus Private Wealth Pty Ltd

Financial Planning, Subiaco, WA 6008

Suite 1 424 Roberts Rd, Subiaco, WA, 6008

1.82km

Forrest Private Wealth

Financial Planning, Subiaco, WA 6008

57 Forrest St, Subiaco, WA, 6008

1.83km

Papaelias Financial Solutions

Financial Planning, Perth, WA 6000

Level 24 77 St Georges Tce, Perth, WA, 6000

1.9km

Perpetual Limited

Financial Planning, Perth, WA 6000

Level 29, Exchange Tower 2 The Esplanade, Perth, WA, 6000

1.92km

Indigenous Business Australia

Financial Planning, Perth, WA 6000

Level 12 Carillon City Tower 207 Murray St, Perth, WA, 6000

1.97km

Invest WA (Professional Investment Services)

Financial Planning, Perth, WA 6000

1/ 137 Newcastle St, Perth, WA, 6000

2.43km

Oak Advisory

Financial Planning, Shenton Park, WA 6008

164 Onslow Rd, Shenton Park, WA, 6008

2.45km

Nexus Wealth Management Pty Ltd

Financial Planning, South Perth, WA 6151

Suite 4/ 7 Lyall St, South Perth, WA, 6151

2.55km

Ausminer Financial Group

Financial Planning, South Perth, WA 6151

11 Hardy St, South Perth, WA, 6151

2.66km

Infinite Wealth Australia Pty Ltd

Financial Planning, Perth, WA 6000

29/ 226 Beaufort St, Perth, WA, 6000

2.71km

Paramount Wealth Management

Financial Planning, South Perth, WA 6151

14 Hardy St, South Perth, WA, 6151

2.73km

Blueprint Wealth

Financial Planning, South Perth, WA 6151

Level 1 72 Melville Parade, South Perth, WA, 6151

2.83km

Ally Wealth Management

Financial Planning, South Perth, WA 6151

26 Charles St, South Perth, WA, 6151

2.83km

Viva Wealth

Financial Planning, South Perth, WA 6151

Suite 8 Level 3 30-34 Charles St, South Perth, WA, 6151

2.84km

Capstone Financial Planning Pty Ltd

Financial Planning, Perth, WA 6000

Open until 5:00pm

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