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Financial Planning Specialist Directory

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The Institute has released a directory listing the Chartered Accountant, Financial Planning Specialists Directory from the Financial Planning Chapter to assist members of the Institute in providing a comprehensive service to their clients.  
 
This tool is for members in practice who, since the introduction of the Financial Services Reform (FSR), face a range of issues and challenges if they do not hold or practice under an Australian Financial Services Licence.  
 
The directory provides contact details – name, telephone number and email address – of financial planning specialists by state and suburb. As specialist financial planning Chartered Accountants they are able to provide specific advice to clients.  
 
If you are a CA - Financial Planning Specialist and you would like to be included in the directory, please send an email to: financial.services@charteredaccountants.com.au or phone the Special Interest Coordinator on 02 9290 5526. 
 
All queries relating to the Chartered Accountants, Financial Planning Specialist Directory can also be directed to either financial.services@charteredaccountants.com.au or 02 9290 5526. 
 
Download: The Financial Planning Specialist Directory (March 2009)