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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 !!