Local Financial Planning in Weston Creek ACT

150 Results for Financial Planning Near You







ACT Wealth Management Pty Ltd

Financial Planning, Canberra, ACT 2601

Legal ID: Over 15 years experience.

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!

Bold Cathy

Financial Planning, Phillip, ACT 2606

WB Financial

Financial Planning, Griffith, ACT 2603

Empire Financial Planning

Financial Planning, Forrest, ACT 2603

Money Mechanics

Financial Planning, Canberra, ACT 2601

Perfect Cents

Financial Planning, Canberra, ACT 2601

Achieve Corp

Financial Planning, Kingston, ACT 2604

Falcon Advisory

Financial Planning, Fyshwick, ACT 2609

Guardian Advice

Financial Planning, Canberra, ACT 2601

AdvisorCorp

Accountants & Auditors, Phillip, ACT 2606

Open until 6:00pm

We are the team of registered tax agents, qualified accountants and certified bookkeepers. Visit our website for more details.

Prosperity Accounting Solutions

Accountants & Auditors, Yarralumla, ACT 2600

Open until 5:30pm

Legal ID: GST advice

MCS Accounting

Accountants & Auditors, Deakin, ACT 2600











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