Financial Planning Jobs in Sydney

Browse through over 500 Financial Planning Jobs.

Why join Airtasker

Financial Planning tasks in Sydney

Check out what tasks people want done near you right now...

My partner and I relocated from the UK in February 2025 and commenced employment in March 2025. We are looking for an accountant to assist with preparing and lodging both of our tax returns for the 2025 financial year (March to June period). Please could you confirm whether you are able to assist, and outline your experience with tax returns for recent migrants? It would also be helpful if you could provide an indication of your fees and availability. Thanks

Mon Feb 02 2026

about 9 hours ago

Open

TASK POST 3 — Financial Snapshot (Hardship) Title: Simple Financial Snapshot – Hardship Support Description: I’m looking for a bookkeeper or experienced admin to help prepare a simple income vs expenses snapshot for Centrelink and emergency relief. This is not tax or BAS work — just a clear summary of: • Current income • Rent • Medical costs • Financial hardship Approx. 1 hour. ⸻

Sat Jan 31 2026

1 day ago

Open

Ignore budget, I am looking for quotes. I would like to outsource my tax return to someone who knows what they are doing. My partner and I are about to move from a working holiday visa to a 482 employer sponsored visa and would like to optimise our tax legally for the financial years moving forward. Whomever wins this business for this tax year, is likely to retain us as customer moving forward.

Thu Jan 29 2026

3 days ago

Open

I am currently in the process of a finance application and require an updated accountant’s letter as a priority. My business recently transitioned from a Sole Trader to a Pty Ltd structure, and my income has increased substantially since this change. Requirements: Letter of Comfort/Income Verification: To be drafted based on my updated company financials. Verification Call: Availability to take a brief phone call from the finance company to confirm the details of the letter. I have my previous financial records and current year-to-date data ready for review. Please let me know as soon as possible if you have the capacity to take me on as a client and assist with this urgent request.

Mon Jan 26 2026

6 days ago

Open

I am looking for a reliable, high-standard cleaner for a long-term partnership. I have a busy Airbnb property and can offer regular, ongoing work to the right person. The Plan: Job 1 (This Task): A "Deep Clean" to bring the property up to a 5-star standard. Future Jobs: Regular "Turnover Cleans." These will be cheaper, faster, and focused on resetting the property for the next guest, maintaining the standard set by the deep clean. Part 1: The Initial Deep Clean (This Task) Requires a thorough scrub to remove hidden dust and grime so the property is pristine. Kitchen: Clean inside/out of fridge, microwave, air fryer, and cupboards. Scrub oven and stovetop. Bathroom: Deep scrub of tiles, shower glass (streak-free), toilet, and vanity. Clean cupboard in front of the bathroom. Living/Bedroom: Vacuum under sofa, bed, and cushions. Wipe down skirting boards, window sills, and inside wardrobes. General: Check for "hidden" mess (crumbs in toaster, stains on appliance handles). Linens: Change bed sheets. Part 2: The Ongoing "Turnover" Cleans (Future Work) Quicker resets between guests. Surface wipe-down (kitchen/bathroom). Vacuum and mop all floors. Change bed linens and stage the room. Restock consumables (toilet paper, soap, etc.). Quick check for major messes. 💰 Budget & Quotes Please provide your best offer for both the Initial Clean and the Regular Rate. Requirements: Must be reliable and punctual (Airbnb deadlines are strict). Must have high attention to detail (5-star reviews depend on cleanliness). Previous Airbnb experience is a plus. Please comment with: Your price for the Initial Deep Clean. Your proposed flat rate for Regular Turnovers. Type of clean: Regular Number of bedrooms: 1 Number of bathrooms: 1 Equipment and supplies: Tasker must provide

Balmain East NSW, Australia

Sun Jan 25 2026

8 days ago

Open

I'm building a digital product that requires a professional report template for a regulated technical service. It is a formal, audit-style technical report that must look credible to: - lawyers - financial institutions - regulators - enterprise clients The entire content structure, wording, and logic are already finalised. Your role is strictly design + layout execution around a locked master template. Scope of Work You will be provided with: - A complete master template (Google Docs) - Front page design example (PNG) - Back page design example (PDF) - Brand colours and typography guidance - Exact section structure (9 sections) - Embedded diagram placeholders - Conditional logic notes - Legal disclaimers - Modular content blocks You must convert the provided Google Docs master into a professionally designed, print-ready layout Design: - Front cover, Inner report pages, Back page Ensure: - Consistent typography & Clear visual hierarchy Create a layout that: - Allows easy copy/paste editing per report - Preserves all headings, wording, and logic - Supports insertion of diagrams and maps - Exports cleanly to PDF Deliver: - Editable master file (must be Google Docs) - Export-ready PDF version - Font + colour style guide - Diagram frame styles - Title block + footer styles Visual & Brand Direction - The design must feel: - Technical - High-trust - Financial-grade - Not marketing-brochure-like - Not playful - Not Canva-style Think: - Engineering consultancy documentation - Audit or compliance reports - Bank valuation reports Non-Negotiable Constraints - Don't rewrite or ammend any content - You're designing around a locked system. Deliverables - Editable master template - Front cover layout - Inner page layout system - Back page layout - Diagram placeholder styling - Export-ready PDF - Font + colour reference 1 populated sample report (using dummy data) You are: - Precise and detail-oriented - Able to follow an exact brief - Able to work in Google Docs

Fri Jan 23 2026

10 days ago

Open

Reputable SBR Consultant – Strong ATO Track Record Required Seeking a reputable, experienced SBR consultant with a proven record of reducing ATO tax liabilities through SBR. Key Details: Sole creditor: ATO Business is trading No trade creditors Straightforward, low-complexity restructure Scope: Confirm SBR eligibility Prepare and implement SBR plan Liaise directly with ATO Requirements: Registered SBR Practitioner Demonstrated success dealing with ATO restructures Clear, practical, no-nonsense approach Please include in your offer: Brief summary of ATO SBR experience Registration details Indicative fee range & timeline Experienced SBR practitioners only. Not seeking general accounting or tax advice.

Wed Jan 21 2026

12 days ago

Open

I run a life admin support service for private clients and am seeking help to optimise systems and workflows to improve efficiency and reduce manual workload as the service grows. I’m looking for support to: Improve workflow efficiency and task handling Introduce light automation where appropriate, without over-engineering Design systems that are secure, client-safe, and easy to maintain Preserve the human, trust-based nature of the service Deliverable A written workflow and systems optimisation plan (concise and practical), and A 1 to 1.5 hour remote working session (via video) to: Walk through recommendations Set up or refine systems in real time Ensure I understand how to maintain them independently Experience supporting service-based or concierge businesses is strongly preferred.

Tue Jan 20 2026

13 days ago

Open

Looking for a financial advisor/ investment planner that can based on my financial situation look at investment opportunities and plan out a plan. Please quote me prices based on what you can offer.

Mon Jan 19 2026

14 days ago

Open

Browse all tasks

Last updated on 2nd Feb 2026

Unlock new income opportunities in Sydney

Explore financial planning related jobs and discover your financial opportunities

Type of financial planning job	1-2 tasks/week	3-5 tasks/week	5+ tasks/week
Accounting	$244	$610	$854
Tax Accountants	$280	$700	$980
Bookkeeping	$350	$875	$1,225
XERO Accounting	$220	$550	$770
MYOB Accountant	$220	$550	$770

*Based on average financial planning task prices in Sydney. Actual marketplace earnings may vary

How to earn money on Airtasker

Job opportunities that find you

Set up notifications and be alerted when a nearby, well-matched job is posted. Let customers book you directly by setting up a listing. Provide a great service and work with them again with Contacts.

Set your price

Found a job you’re up for? Set your price and make an offer. You can adjust and discuss it later if you need to.

Work. Get paid. Quickly.

When tasks are complete, request for payment to be released and money will appear in your account instantly.

Post a task

We've got you covered

Whether you’re a posting a task or completing a task, you can do both with the peace of mind that Airtasker is there to support.

Airtasker’s insurance cover

Financial Planning Jobs in Sydney

Browse through over 500 Financial Planning Jobs.

Financial Planning tasks in Sydney

Accountant needed - relocated from UK

Assistance in completing these tasks listed.

I would like someone to optimise mine and my partners tax legally

CPA Accountant Letter

Ongoing Work Opportunity: 1 Bed Airbnb Turnover Clean

Professional Multi-Section Technical Report Template (Google Docs)

Reputable SBR Consultant – Strong ATO Track Record Required

AI Consultant for Workflow Optimisation for Personal Concierge Service

Financial advisor

Unlock new income opportunities in Sydney