50 Planning experts in NSW

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    Best rated Planning experts in NSW

    Paige G

    Lysterfield VIC

    (24)

    Latest Review

    "Good work done "

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    John D

    Ashfield NSW

    (871)

    Latest Review

    "John did a great job as was very helpful. "

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    Blaise T

    Dulwich Hill NSW

    (4)

    Latest Review

    "Fantastic, great job, very helpful and great communication. Saved me alot of time. Thank You"

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    Now Available!
    • Get it done now. Pay later.
    • Repay in 4 fortnightly instalments
    • No interest
    • Available on payments up to $1,500

    Recent Planning reviews in NSW

    "Thanks for competing task on time and delivering a finished product that I requested"

    Workshop planning & PowerPoint presentation

    $85

    "pleasure to deal with. quality work."

    Write up notes from planning session

    $40

    "Paige is great. She is lovely to work with and has great communication skills. She sends the documents in time etc and self manages all the tasks properly. "

    Help with planning and organising tasks to be done

    $10

    What's the average cost of a Planning expert in NSW

    $30 - $65

    low

    $30

    median

    $46

    high

    $65

    Average reviews for Planning Services in NSW

    based on 3 reviews

    5

    3
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    • Get it done now. Pay later.
    • Repay in 4 fortnightly instalments
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    • Available on payments up to $1,500

    Recent Planning tasks in NSW

    How to become a financial planning

    $100

    Sydney NSW, Australia

    3rd May 2020

    I need someone to give advice on how to become a financial planning after two years accounting assistant job.Thanks.

    Financial Services Admin and/or Paraplanning

    $500

    North Ryde NSW, Australia

    9th Sep 2018

    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.

    Assist in personal financial planning recording

    $100

    Pymble NSW 2073, Australia

    6th Sep 2016

    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.

    Workshop planning & PowerPoint presentation

    $85

    Croydon Park NSW, Australia

    22nd Jun 2016

    I need someone who has experience with planning workshops and presenting them on PowerPoint. The workshop is 2 hours long. I have the basic content organised but need help putting it together

    Thanks for competing task on time and delivering a finished product that I requested

    Planning to do uber full time

    $200

    Haymarket NSW 2000, Australia

    17th Sep 2018

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

    Financial Planning

    $10

    Chatswood NSW, Australia

    2nd Sep 2018

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

    Tax accounting and business planning.

    $500

    Albury, New South Wales, Australia

    31st Aug 2016

    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.

    Administrator for Financial Planning Practice

    $17

    Granville, NSW

    24th Feb 2015

    We are a Financial Planning Business located in Granville. We are looking for a friendly & reliable Receptionist / Office All Rounder to join our small team. Depending on candidate the position is casual/partime/temp/contract. Current days required are Mon, Tue and Wed. To be successful in this role you must have the following skill sets: • 1 year experience in administration • Ability to work autonomously • Excellent organizational skills • Intermediate computer skills including Word, Excel • Good customer service skills • Professionalism Part of your role will be to: • Open the office at 9am and close at 5pm • Answer and transfer incoming calls from clients • Booking appointments for Financial Planners • Handle customer enquiries • Order office inventory such as stationary • Maintaining and cleaning office regularly • Collecting and posting mail • Sending letters to clients • Data entry • Preparing marketing activities Please send your resume to me. ASAP. Please do not call. We are located in Granville. PLEASE NOTE THE SALARY IS DEPENDED ON THE APPLICANT (AGE AND EXPERIENCE), I HAVE ENTERED MINIMUM AWARD WAGE RATE.

    Dropbox help to load files nsw planning portal

    $35

    Richmond NSW, Australia

    15th Sep 2020

    Assist with loading files into NSW planning portal via dropbox

    Financial Services Paraplanning & Admin Support

    $500

    North Ryde NSW, Australia

    12th Sep 2018

    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).

    Financial Planning Administration

    $750

    Sydney, New South Wales, Australia

    23rd Jan 2017

    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

    Help with planning and organising tasks to be done

    $10

    Sydney, New South Wales, Australia

    14th Jul 2016

    Need some help with planning out tasks and organising the schedule. It can get overwhelming sometimes.

    Paige is great. She is lovely to work with and has great communication skills. She sends the documents in time etc and self manages all the tasks properly.

    Write up notes from planning session

    $40

    Sydney, NSW

    19th May 2014

    I've got nine photographs of whiteboard notes from a planning session from an NGO. I need somebody to write them up in a Word document. It could take 1.5 to 2 hours at most. I'd send you the photos - you'd send me back one draft. I can take it from there...

    pleasure to deal with. quality work.