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A white van parked on a street, with a person standing next to it, ready to load or unload items.

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4.3

Excellent rating - 4.3/5 (10900+ reviews)

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  • Financial planning administration
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  • Personal finance planning
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Recent Financial Planning tasks in QLD

Looking for financial planner / adviser

$200

Camp Hill QLD 4152, Australia

11th Aug 2023

I am looking for financial planner . - Due date: Flexible

Financial Planner - Statement of Advice

$1,000

Brisbane QLD, Australia

25th Apr 2023

Would like the following:- 1. An 1hr consultation with a CFP to assist them in understanding financial position 2. Statement of advice in a format greater than by no less than the ASIC format Can be done via zoom You’ll need to be experienced and a CFP - Due date: Flexible

Financial planner

$100

Brisbane QLD, Australia

15th Aug 2022

I need a financial plan for me and my husband. We use ANZ bank and we have different amount of money every month. But no structure in our spending. - Due date: Needs to be done on Monday, August 22, 2022

He is very attentive and delivered a personalised service. I am sure that with his job a small business like ours can become something big.

Help with Xero, cashflow & profit/loss statement & financial planning

$250

Ashmore QLD, Australia

3rd Jun 2022

New small business, would like somebody to show me how to do the bookkeeping properly, assist me in doing a cash flow/profit and loss, and show me how to prepare for tax… and finally create a detailed budget and financial plan - Due date: Before Monday, 6 June 2022

Mirna was very very patient with me and my lack of understanding and my million questions. Very thorough and professional, would (and am) continuing to use her service

Looking for a well reputed financial planner/ advi

$100

Mermaid Beach QLD, Australia

5th Dec 2021

Hi I’m looking for a financial planner that has vast experience to help me meet my future goals , budget , build a portfolio of real estate investments , crypto and other advise on wealth creation and set out a plan to achieve these . Thank you !!