Australian Financial Planning Useful Links
Financial Planning Australia Useful Links

The Financial Planning Association is the largest association for professional Advisors in Australia with the Certified Financial Planning (CFP) designation the benchmark qualification.
There are new standards and courses evolving with the Masters in Financial Planning now being offered by several Australian Universities.
The term practice management in financial planning refers to the resources and strategy used to organise and manage a financial planning business, incorporating staff, administration and efficiency issues. Many organisations offer services for Self-Licensed AFSL Financial Planners, without the requirement to become an Authorised representative of the group.
Technology is developing fast with modelling tools and live feeds being integrated into CRM and whole of practice management systems.
Please find below some useful links for research into the Australian Financial Planning industry.
Associations
Major advice associations in Australian Financial Planning.
Regulators
Government Regulators for Financial Planning & Licensing
Practice Management
Practice Management & HR Services for Financial Planning
Education Providers
Universities Colleges and Training Providers
Technology Providers
Software SOA Production & CRM for Financial planning Business
AFSL & Self Licensing Services
AFSL Licensing and Support services for Financial Planning
Buying and Selling
Business broking & valuation services for Financial Planning & Accounting
Associations
Financial Planning Association
Association of Financial Advisers Ltd
Independent Financial Advisers in Australia
Register as an individual tax (financial) adviser | TPB
Regulators
Financial advisers register | ASIC's MoneySmart
Choosing a financial adviser | ASIC's MoneySmart
Financial planning | Fair Trading NSW
AFS licensees | ASIC - Australian Securities and Investments .
Practice Management
R2A Learning – Practice Management Leadership
Education
FASEA: The Financial Adviser Standards and Ethics Authority
Become a financial adviser | CPA Australia
The Financial Planning Association of Australia - FPA
Advanced Diploma of Financial Planning - FNS60415 - MySkills
Financial Planning Courses | IIT
FPA Approved Degree List - Professional Planner
FASEA approved degree list - No More Practice Education
Financial Planning Degree | Available to Study Online | open.edu.au
Financial Planning Degree | FASEA Approved | unisa.edu.au
Financial planning - Griffith University
Financial Planning Degree Online | Swinburne Online
Bachelor of Business (Financial Planning) - RMIT University
How to become a Financial Planner | The Good Universities Guide Financial planning | Deakin
Study Financial Planning Online | Kaplan Professional
Master of Financial Planning | UNSW Business School
Master of Financial Planning | Western Sydney University
Financial Planner - University of Southern Queensland
13 institutions in Australia offering On-campus Financial Planning ...
Financial Planning Courses | FASEA Approved Degree
CEO Magazine Global MBA Rankings
Technology
Midwinter Financial Planning Software
Financial Mappers | Financial Planning Software for Advisers
FinPal - Fully Integrated Financial Planning Software
Optimo Financial | Financial Strategy Development and Paraplanning
Plansoft: Australian Tax and Financial Planning Software & Calculators
Moneysoft - Financial Planning Software & Cash Flow Management
YTML - Financial Planner Software and Solutions
Practifi | Business Management Platform for Financial Advice
Prospera – Financial modelling software
XPLAN | Software for Financial Advisors | Financial Software by IRESS
Financial Planning Software | For Accountants
AdviserLogic | Financial Software Dedicated to Business Growth
Single License Fee | Financial Planning Software
CCUBE - Australia's premier cloud based financial planning technology
Temenos Australia Financial Services - Temenos
Financial Planning Software ... - NetSuite Australia
The Allocator - Estate Planning Tool
Financial Planning Software Benchmarking Report – Investment Trends
AFSL & Practice Management Services
MyPlanner - Privately-owned Licensee Services
AFSL | Obtaining an Australian Financial Services Licence
BT Open Principals’ Community - BT Select
Financial planning self-licensing - Jigsaw Support Services
For self-licensed practices - Lonsdale
Licensee Solutions - Sentry Group Pty Ltd
Support for self-licensed financial advisers - IOOF
LaVista Licensee Solutions Pty Ltd
Buying and Selling
Growth Focus Accounting & Financial Planning Practice Sales
Financial Planning Businesses for Sale | KnowledgeMaster
Radar Results – SELL BUY MERGE EXPERTS
CONNECT – Financial Service Brokers | Your partner when buying ...