Financial Planning Australia Useful Links

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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

CPA Australia

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 .

Financial Ombudsman Service

 

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

Map My Plan

Financial Planning Software ... - NetSuite Australia

The Allocator - Estate Planning Tool

Financial Planning Software Benchmarking Report – Investment Trends

Advice Intelligence

 

AFSL & Practice Management Services

MyPlanner - Privately-owned Licensee Services

Centrepoint Alliance

AFSL | Obtaining an Australian Financial Services Licence

AFSL Compliance

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

My Dealer Services: Home

Wealthtrac: Home

 

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 ...

Forte Asset Solutions

Advisor Successions

Professional Practice Finance

For buyers - MLC

For sellers - MLC

 

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