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Recent Financial Planning tasks in Melbourne City CBD

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Financial planner for cafe

Melbourne VIC 3004, Australia
29 Jul 2018
$100

Need someone experienced in financial planner for a cafe. Meet in person and discuss this.

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Research/Complete Speadsheet - Financial planners

Melbourne VIC, Australia
26 Apr 2018
$50

Research Financial Planning Companies located in Melbourne and fill in a spreadsheet with Business name, key contact, address, phone etc. Spreadsheet template to be provided

Thanks Rach, job well done
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Financial planning Xplan assistance

Melbourne VIC 3004, Australia
27 Jun 2018
$150

I would like to find out what the minimum data requirements are to prepare an ASIC compliant SOA in Xplan are. I want to know what client data needs to be entered into Xplan to prepare a basic SOA for a client for the following Scope of Advice topics: super contribution, retirement planning and insurance needs. Ideally I would like the information in an excel spreadsheet.

Meera was punctual and helpful. She did the task very well.
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Financial planner for cafe

Melbourne VIC 3004, Australia
29 Jul 2018
$100

Need someone experienced in financial planner for a cafe. Meet in person and discuss this.

avatar-url

Financial planning Xplan assistance

Melbourne VIC 3004, Australia
27 Jun 2018
$150

I would like to find out what the minimum data requirements are to prepare an ASIC compliant SOA in Xplan are. I want to know what client data needs to be entered into Xplan to prepare a basic SOA for a client for the following Scope of Advice topics: super contribution, retirement planning and insurance needs. Ideally I would like the information in an excel spreadsheet.

Meera was punctual and helpful. She did the task very well.
avatar-url

Research/Complete Speadsheet - Financial planners

Melbourne VIC, Australia
26 Apr 2018
$50

Research Financial Planning Companies located in Melbourne and fill in a spreadsheet with Business name, key contact, address, phone etc. Spreadsheet template to be provided

Thanks Rach, job well done

How much does Financial Planning cost?

The average cost of Financial Planning is between:$75 - $200on Airtasker

Low

75

Average

100

High

200

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