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Practice Management

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The Financial Planning Chapter has produced Financial planning & your practice, a guide to assist members who are looking at expanding their business to include financial planning services. This document is available as a hard copy publication (please contact your regional office for a copy) or by downloading the document below. 
 
You can also find useful information on requirements to hold an Australian Financial Services Licence, and how to apply for a licence below: 

  • Financial planning & your practice
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  • Do you need an Australian Financial Services Licence?
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  • Australian Securities & Investments Commission FSR website
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    If you would like further information about Financial Planning, please contact the Financial Services Team.