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Recent Planning tasks near you

Need to do a financial audit and report of income and out goings and best structure income and debt repayment and set up effective tax minimisation strategy.

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Financial planning case study

Balwyn VIC, Australia
9 Oct 2018
$200

rush job asap need to cover all aspects of a financial plan, fact find, with excel projections to meet the goals. separate bid scoping in on specific 2 topics will discuss more if interest but general gist of it.

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Financial Services Paraplanning & Admin Support

North Ryde NSW, Australia
12 Sep 2018
$500

List of tasks requiring assistance with include: 1 x Personal Insurance only SOA – we use a template document requiring update (Gilxxx) 1 x Business Insurance only SOA – we use a template document requiring update (Burxxx) 1 x Wholesale Record of Advice – we use a template document requiring update (Eilxxx) 1 x Assist submit Request for Buy/Sell Agreement to be produced by lawyer (Burxxx) 3 x Record of Advice – we use a template document requiring update (Whexxx/Broxxx/Eilxxx) 3 x Fee Disclosure Statement – we use a template document requiring update (Broxxx/Hetxxx/Whexxx) 1 x SMSF Bare Trust Documents - we have template from another recent client requiring client info to be updated (Sulxxx) 3 x Authority to obtain information to be sent off to providers (Antxxx/Lewxxx/Altxxx) 3 x Contact providers to obtain information for clients accounts for same 3 clients (some providers may not accept our standard form and we may need to update their form to have client sign to obtain info) (Antxxx/Lewxxx/Altxxx) 4 x We have access to Morningstar Premium Service to access share research, we need research for each holding to be downloaded for 4 client portfolios, each portfolio has approximately 10 holdings requiring download (Broxxx/Whexxx/Eilxxx/Saixxx) Posted previously although did not respond in time, 1st time user, sorry if I did not get back to you previously, flexiable regarding where completed, would need to at least initially meet to go through and explain tasks in greater detail. Happy to initially work from home office in North Ryde or another location if preferred in Sydney and can complete as preferred. Ongoing work available if works well (the bracketed detail are account info for our reference).

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Financial Planning

Chatswood NSW, Australia
2 Sep 2018
$10

hi....please be in touch if you are a financial planner and can advice on smsf, insurance and investments. Thanks

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Financial planning

Bridgeman Downs, Queensland, Australia
30 Jul 2017
$50

Need advice for QSuper investment / self manage super funds and financial planning.. need advice from financial planner ..

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Paraplanning - casual

Belgrave South VIC 3160, Australia
23 Apr 2017
$200

I require a Paraplanner to assist me with completing Statements of advice. I am a self employed Paraplanner. This is a casual role.

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Planning meeting

Melbourne, VIC
19 Apr 2017
$50

Meeting to plan requirements for technical workshop

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Financial Planning Administration

Sydney, New South Wales, Australia
23 Jan 2017
$750

We are seeking someone with Financial Planning experience to come into our Sydney CBD office to help us with client follow up and administration. The successful freelancer will be responsible for providing support to one of our associate advisers and his clients. This project is ideal for an individual with excellent communication skills, strong attention to detail, someone who is able to follow processes. Required skills: - Xplan Portfolio System (IPS) - Microsoft Office Programs

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Council Permits/Town Planning/Liquor Lic/Building

Bentleigh VIC, Australia
18 Jan 2017
$110

My company takes the headaches out of Council or Government interaction. We do Town Planning Permits, Building Permits, Liquor Licence, or any Council Permit consulting. Start trading quickly when you require permits from Council. Any Council related problems. 27 years insider experience, low fees, outstanding friendly customer service.

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Assist in personal financial planning recording

Pymble NSW 2073, Australia
6 Sep 2016
$100

I need an assistance in planning family budget and savings across the different accounts. I am looking for a planner for my personal income & expenses to get my weekly and monthly income/expenses under control and maximize my saving goals. This can be considered for a weekly or monthly arrangement.

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Tax consultation and financial planning consult

Waverton NSW, Australia
9 Nov 2018
$15

I need someone with broad experience in tax and financial planning to have an initial chat with

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Planning to do uber full time

Haymarket NSW 2000, Australia
17 Sep 2018
$200

Looking to learn log books and business side off uber pay to show and set me up

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Financial Services Admin and/or Paraplanning

North Ryde NSW, Australia
9 Sep 2018
$500

I have had a masssive inflow if work and need help from everything between 1-2 year admin tasks through to a heavenly angel if they exist that can assist with Para planning, if with business insurance experience and access to a buy/sell agreement would happily pay a very high salary for this support. My father passed away last week I am living with my mother to help her at this time, I have been working as a professional financial planner for 15 years thou I need someone to be comfortable to work from my home as too difficult otherwise.

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Financial Planning Kaplan Notes

Sydney NSW, Australia
30 Aug 2018
$10

I would like to give away my notes from Kaplan Australia for RG-146 (Financial Planning). Please come and up pick up if interested.

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Need writing business planning & advice

Paralowie SA 5108, Australia
10 Jul 2017
$100

Need someone write business plan & advice for fruit and vegetables shop

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Technical workshop planning

Melbourne, VIC
19 Apr 2017
$40

I need a meeting with someone skilled in technical workshop design - perhaps a scientist who has done lots of this work before. Thanks

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Town planning consultant for commercial business

Oakleigh, Victoria, Australia
20 Mar 2017
$1,500

need to find an experienced town planner consultant to lodge an application to council for a 24hr gym planning application permit

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Experience in project planning and excel

St Leonards NSW 2065, Australia
20 Jan 2017
$700

We need someone experienced in project planning and excel to help organise: ordering / daily run sheets / inventory in our organic food production facility in St Leonards. Prompt hard working and well presented candidates are preferred.

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Essay structure & planning assistance - academic

Ascot Vale, Victoria, Australia
14 Sep 2016
$26

High quality tasker with skills in academic writing (pref legal or sociology background) needed for a planning discussion /brainstorming session as a precursor to me writing essay. Anticipated that this might only take 30-40mins. Looking for candidate with strong academic writing background and essay writing /structuring skills. Will send more details when select and appoint tasker. Looking to do a skype or phone session within next few days. Thanks

Excellent discussion and support from Airtasker. Good grasp of topic area, good engagement and understanding of what was needed and provided great advice on structure and themes. Excellent highly recommended.
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Tax accounting and business planning.

Albury, New South Wales, Australia
31 Aug 2016
$500

Need.to tidy up my last two tax returns. I use latest version of MYOB. Also need strategies for refinancing. Would prefer to meet in person, but then most work can be completed online.

Need to do a financial audit and report of income and out goings and best structure income and debt repayment and set up effective tax minimisation strategy.

avatar-url

Tax consultation and financial planning consult

Waverton NSW, Australia
9 Nov 2018
$15

I need someone with broad experience in tax and financial planning to have an initial chat with

avatar-url

Financial planning case study

Balwyn VIC, Australia
9 Oct 2018
$200

rush job asap need to cover all aspects of a financial plan, fact find, with excel projections to meet the goals. separate bid scoping in on specific 2 topics will discuss more if interest but general gist of it.

avatar-url

Planning to do uber full time

Haymarket NSW 2000, Australia
17 Sep 2018
$200

Looking to learn log books and business side off uber pay to show and set me up

avatar-url

Financial Services Paraplanning & Admin Support

North Ryde NSW, Australia
12 Sep 2018
$500

List of tasks requiring assistance with include: 1 x Personal Insurance only SOA – we use a template document requiring update (Gilxxx) 1 x Business Insurance only SOA – we use a template document requiring update (Burxxx) 1 x Wholesale Record of Advice – we use a template document requiring update (Eilxxx) 1 x Assist submit Request for Buy/Sell Agreement to be produced by lawyer (Burxxx) 3 x Record of Advice – we use a template document requiring update (Whexxx/Broxxx/Eilxxx) 3 x Fee Disclosure Statement – we use a template document requiring update (Broxxx/Hetxxx/Whexxx) 1 x SMSF Bare Trust Documents - we have template from another recent client requiring client info to be updated (Sulxxx) 3 x Authority to obtain information to be sent off to providers (Antxxx/Lewxxx/Altxxx) 3 x Contact providers to obtain information for clients accounts for same 3 clients (some providers may not accept our standard form and we may need to update their form to have client sign to obtain info) (Antxxx/Lewxxx/Altxxx) 4 x We have access to Morningstar Premium Service to access share research, we need research for each holding to be downloaded for 4 client portfolios, each portfolio has approximately 10 holdings requiring download (Broxxx/Whexxx/Eilxxx/Saixxx) Posted previously although did not respond in time, 1st time user, sorry if I did not get back to you previously, flexiable regarding where completed, would need to at least initially meet to go through and explain tasks in greater detail. Happy to initially work from home office in North Ryde or another location if preferred in Sydney and can complete as preferred. Ongoing work available if works well (the bracketed detail are account info for our reference).

avatar-url

Financial Services Admin and/or Paraplanning

North Ryde NSW, Australia
9 Sep 2018
$500

I have had a masssive inflow if work and need help from everything between 1-2 year admin tasks through to a heavenly angel if they exist that can assist with Para planning, if with business insurance experience and access to a buy/sell agreement would happily pay a very high salary for this support. My father passed away last week I am living with my mother to help her at this time, I have been working as a professional financial planner for 15 years thou I need someone to be comfortable to work from my home as too difficult otherwise.

avatar-url

Financial Planning

Chatswood NSW, Australia
2 Sep 2018
$10

hi....please be in touch if you are a financial planner and can advice on smsf, insurance and investments. Thanks

avatar-url

Financial Planning Kaplan Notes

Sydney NSW, Australia
30 Aug 2018
$10

I would like to give away my notes from Kaplan Australia for RG-146 (Financial Planning). Please come and up pick up if interested.

avatar-url

Financial planning

Bridgeman Downs, Queensland, Australia
30 Jul 2017
$50

Need advice for QSuper investment / self manage super funds and financial planning.. need advice from financial planner ..

avatar-url

Need writing business planning & advice

Paralowie SA 5108, Australia
10 Jul 2017
$100

Need someone write business plan & advice for fruit and vegetables shop

avatar-url

Paraplanning - casual

Belgrave South VIC 3160, Australia
23 Apr 2017
$200

I require a Paraplanner to assist me with completing Statements of advice. I am a self employed Paraplanner. This is a casual role.

avatar-url

Technical workshop planning

Melbourne, VIC
19 Apr 2017
$40

I need a meeting with someone skilled in technical workshop design - perhaps a scientist who has done lots of this work before. Thanks

avatar-url

Planning meeting

Melbourne, VIC
19 Apr 2017
$50

Meeting to plan requirements for technical workshop

avatar-url

Town planning consultant for commercial business

Oakleigh, Victoria, Australia
20 Mar 2017
$1,500

need to find an experienced town planner consultant to lodge an application to council for a 24hr gym planning application permit

avatar-url

Financial Planning Administration

Sydney, New South Wales, Australia
23 Jan 2017
$750

We are seeking someone with Financial Planning experience to come into our Sydney CBD office to help us with client follow up and administration. The successful freelancer will be responsible for providing support to one of our associate advisers and his clients. This project is ideal for an individual with excellent communication skills, strong attention to detail, someone who is able to follow processes. Required skills: - Xplan Portfolio System (IPS) - Microsoft Office Programs

avatar-url

Experience in project planning and excel

St Leonards NSW 2065, Australia
20 Jan 2017
$700

We need someone experienced in project planning and excel to help organise: ordering / daily run sheets / inventory in our organic food production facility in St Leonards. Prompt hard working and well presented candidates are preferred.

avatar-url

Council Permits/Town Planning/Liquor Lic/Building

Bentleigh VIC, Australia
18 Jan 2017
$110

My company takes the headaches out of Council or Government interaction. We do Town Planning Permits, Building Permits, Liquor Licence, or any Council Permit consulting. Start trading quickly when you require permits from Council. Any Council related problems. 27 years insider experience, low fees, outstanding friendly customer service.

avatar-url

Essay structure & planning assistance - academic

Ascot Vale, Victoria, Australia
14 Sep 2016
$26

High quality tasker with skills in academic writing (pref legal or sociology background) needed for a planning discussion /brainstorming session as a precursor to me writing essay. Anticipated that this might only take 30-40mins. Looking for candidate with strong academic writing background and essay writing /structuring skills. Will send more details when select and appoint tasker. Looking to do a skype or phone session within next few days. Thanks

Excellent discussion and support from Airtasker. Good grasp of topic area, good engagement and understanding of what was needed and provided great advice on structure and themes. Excellent highly recommended.
avatar-url

Assist in personal financial planning recording

Pymble NSW 2073, Australia
6 Sep 2016
$100

I need an assistance in planning family budget and savings across the different accounts. I am looking for a planner for my personal income & expenses to get my weekly and monthly income/expenses under control and maximize my saving goals. This can be considered for a weekly or monthly arrangement.

avatar-url

Tax accounting and business planning.

Albury, New South Wales, Australia
31 Aug 2016
$500

Need.to tidy up my last two tax returns. I use latest version of MYOB. Also need strategies for refinancing. Would prefer to meet in person, but then most work can be completed online.

Reviews for Planning on Airtasker

Average 5.00
From 4 Reviews.
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How much does Planning cost?

The average cost of Planning is between:$22 - $76on Airtasker

Low

22

Average

48

High

76

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