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Local Financial Planning in Woronora NSW

135 Results for Financial Planning Near You







K J S Accounting & Taxation Services

Tax Agents, Sylvania, NSW 2224


Relax, We’ve Got You Covered!

Tax Agent
Tax Agent
K J S Accounting & Taxation Services provide professional accounting and taxation services to businesses of all types and sizes. Located in the Sutherland Shire, we have long experience in advising in all aspects of taxation and business planning. Our clients include entrepreneurs, business owners, executives & property owners.

UBS Accounting

Accountants & Auditors, Riverwood, NSW 2210

Perry Harrison

Accountants & Auditors, Penshurst, NSW 2222

Nab

Banks & Financial Institutions, Engadine, NSW 2233

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!

Nab

Banks & Financial Institutions, Miranda, NSW 2228

Nab

Banks & Financial Institutions, Caringbah, NSW 2229

Nab

Banks & Financial Institutions, Riverwood, NSW 2210

Nab

Banks & Financial Institutions, Revesby, NSW 2212

Nab

Banks & Financial Institutions, Hurstville, NSW 2220

Mobile Taxation Corporate

Tax Agents, Sylvania, NSW 2224

Open until 5:30pm

Legal ID: Sylvania Taxation Services Pty Ltd

Mobile Taxation Corporate

Tax Agents, Sylvania, NSW 2224

Open until 5:30pm

Legal ID: Sylvania Taxation Services Pty Ltd

Commonwealth Bank

Banks & Financial Institutions, Engadine, NSW 2233

Commonwealth Bank

Banks & Financial Institutions, Sylvania, NSW 2224

Commonwealth Bank

Banks & Financial Institutions, Miranda, NSW 2228

Commonwealth Bank

Banks & Financial Institutions, Oatley, NSW 2223

Commonwealth Bank

Banks & Financial Institutions, Mortdale, NSW 2223

Commonwealth Bank

Banks & Financial Institutions, Riverwood, NSW 2210

Commonwealth Bank

Banks & Financial Institutions, Revesby, NSW 2212

Commonwealth Bank

Banks & Financial Institutions, Hurstville, NSW 2220

Commonwealth Bank

Banks & Financial Institutions, Ramsgate, NSW 2217

Commonwealth Bank

Banks & Financial Institutions, Hurstville, NSW 2220











Showing results 106 - 135 of 135

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