Local Financial Planning in Kingscliff NSW

23 Results for Financial Planning Near You







Tweed Financial Advice

Financial Planning, Kingscliff, NSW 2487


Sullivan & Associates

Accountants & Auditors, Coolangatta, QLD 4225


5.0

(1)

Open by appt

Professional And Experienced Accountants In Coolangatta!

Taxation And Compliance Services
High Quality Services
Experts In Business & Taxation
Member of Institute of Public Accountants
Registered Company Auditor
Registered Tax Agent
Taxation And Compliance Services
High Quality Services
Experts In Business & Taxation
Member of Institute of Public Accountants
Registered Company Auditor
Registered Tax Agent
When you need assistance with the organisation of your tax, talk to the specialists at Sullivan & Associates in Coolangatta. We can help you get the most from your return. We have been servicing Coolangatta and surrounding areas for many years.

Featured review

Gavin D.
left a review for

Sullivan & Associates

Always accurate and honest. Awesome job at delivering a pleasing tax return.

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!

Kent Accounting & Tax

Accountants & Auditors, Cudgen, NSW 2487

Open until 5:00pm

MK Financial Planning Services Pty Ltd

Financial Planning, Coolangatta, QLD 4225

Nab

Banks & Financial Institutions, Kingscliff, NSW 2487

Lifestyle Business Services

Accountants & Auditors, Tweed Heads, NSW 2485

Open until 5:00pm

Greater Bank Limited

Banks & Financial Institutions, Tweed Heads South, NSW 2486

Open until 6:00pm

It's your money - here's how to make the most of it with Greater Bank

Nab

Banks & Financial Institutions, Tweed Heads South, NSW 2486

Nab

Banks & Financial Institutions, Coolangatta, QLD 4225











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