Financial Planning Jobs in Sydney

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Financial Planning tasks in Sydney

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About Our Business & Scope of Work Our company is an education consultancy that assists international students with study, work and migration opportunities in Australia. Students often pay us a lump sum covering tuition, visa fees, OSHC, translations, administration and other third-party costs. These funds are not our revenue and are held temporarily before being paid to schools, insurers or government agencies. Our income comes from education commissions, insurance commissions, visa consultation and professional service fees. Sometimes students pay schools directly and we invoice the school for our commission. We require assistance with a complete Xero setup that reflects this business model. Scope of Work Review and configure the Xero file, company settings, GST and financial year. Create an appropriate Chart of Accounts with liability/clearing accounts for student funds and separate income accounts for commissions and service fees. Design workflows for receiving student payments, allocating funds, paying suppliers and recognising income only when earned. Set up contacts for students, schools, universities, insurers, suppliers and referral partners. Create invoice templates for students (tuition, visa, insurance, translations and admin fees) and commission invoices for schools and insurers. Configure supplier bills, payment allocation, bank reconciliation rules and automation. Create tracking categories by student, education provider, country, counsellor and service type. Build management reports including P&L, Balance Sheet, Cash Flow, GST, outstanding commissions and student funds awaiting payment. Implement Accounts Receivable and Accounts Payable processes, including payment reminders. Our objective is to build an efficient, scalable accounting system that accurately tracks student funds, commissions, liabilities and business profitability while providing reliable financial reporting.

Fri Jul 03 2026

about 6 hours ago

Open

Looking for an experienced registered tax agent to complete the annual audit and tax return for my Self-Managed Super Fund (SMSF). Fund details: - SMSF with one investment residential property - Annual financial statements, audit, and tax return required Requirements: - Registered Tax Agent with SMSF experience - Able to coordinate the audit and lodge the SMSF annual return - Please include your experience, estimated turnaround time, and fixed-price quote - I'm looking for a reliable professional who provides quality service at a competitive price. - Ready to engage as soon as possible. - offers welcome

Thu Jul 02 2026

about 9 hours ago

Open

I need a full financial tracker sheet in AUD - BREAKING DOWN COST SERVICES, COST OF GOODS, HOW MUCH PROFIT IM MAKLING ON EACH SERVICE ECT

Thu Jul 02 2026

about 17 hours ago

Open

Let's grow together! Are you a small logistics business, looking to expand, grow to your highest potential? Well KD Consulting can help and grow your business! I am a highly accomplished Transport, Logistics and Supply Chain professional with over 16 years of industry experience, including more than 16 years with Linfox, Australia's largest privately owned logistics company. Throughout my career, I have led transport and warehousing operations across Victoria, New South Wales, South Australia and Queensland, managing complex supply chains, multimillion-dollar customer portfolios and high-performing teams. In senior leadership roles, including Regional Manager and Key Account Manager, I held responsibility for P&L performance, safety, operational excellence, customer relationships and business growth. I have managed major accounts including Visy Glass, Visy Recycling, Omya, Carter Holt Harvey, Cheetham Salt, OneFortyOne, Lion Drinks & Dairy and O-I Glass, consistently achieving DIFOT performance above 99%, delivering operational improvements and securing long-term contract renewals. My expertise spans transport operations, logistics, warehousing, distribution, inventory control, financial management, business planning, safety leadership and stakeholder engagement. Combining strong commercial acumen with hands-on operational experience, I am recognised for building high-performing teams, improving efficiency, driving continuous improvement and delivering sustainable business outcomes. Whether you need data analysis completed, optimisation of route work and day to day operations, people management or even coverage while you have employees on sick leave, annual leave or long service leave. Need us onsite? No problem - if you are based in Melbourne we can accomodate that free of charge. Interstate applications will be POA with additional costs. Hourly Rate - $95 Daily Rate (8 hours) - $750 Weekly Rate (38 hours) - $3300 Monthly Rate (160 hours) -$13,500

Taylors Lakes VIC 3038, Australia

Thu Jul 02 2026

about 21 hours ago

Open

Teach me tax saving strategies so i can manage my 1.8 mil portfolio myself. I hate paying subscription to accountants

Thu Jul 02 2026

about 21 hours ago

Open

I am looking for an Australian-based Experienced Amazon Seller Central specialist to do the end to end set up and launch of one initial product in my range into the into Amazon USA.(we are an existing seller on Amazon Australia) I do not need strategy only — I need someone hands-on who can work inside my existing Australian Amazon Seller Central account and help set up the U.S. marketplace/listing properly. The product is Bon Savvy Silk Savvy, a 500ml premium silk and delicate laundry liquid. I need help with: Setting up or activating Amazon USA from my Australian Seller Central account Creating/adapting the Amazon USA listing Checking restrictions/compliance for laundry liquid Setting up FBA or advising if FBM is better for the first test Creating the shipment plan Advising on FNSKU/barcode/carton labels Coordinating with a freight forwarder or U.S. prep centre Setting up a simple PPC launch campaignThis is a small test launch of approximately 100–200 units. I am looking for a fixed setup fee, not an ongoing retainer (NO AGENCIES). Ideally would like someone who has launched Australian products into Amazon USA before. That are provien in end to end set up inside Seller Central? Prefer is you've handled liquids, laundry related products before but not necessary

Thu Jul 02 2026

about 22 hours ago

Open

Hey, Looking for someone that can create me a financial tracker - Including product cost, outgoings, service cost vs revenue ect I need this to be a full editable and deep breakdown so i can really understand the business revenue ect Needs to be Aus compatible -

Thu Jul 02 2026

1 day ago

Open

after a solicitor to read over a contract of sale and negotiate 5% depsoit with their lawyers. i live in the property i am buying and already have a deed/option fee - it's just sorting out the little things now (we were waiting until the new financial year)

Wed Jul 01 2026

2 days ago

Open

Need a parenting plan lodged court so convent orders finalised

Tue Jun 30 2026

2 days ago

Open

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Last updated on 3rd Jul 2026

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Type of financial planning job	1-2 tasks/week	3-5 tasks/week	5+ tasks/week
Accounting	$240	$600	$840
Tax Accountants	$270	$675	$945
Bookkeeping	$240	$600	$840
XERO Accounting	$380	$950	$1,330
MYOB Accountant	$200	$500	$700

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

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Financial Planning Jobs in Sydney

Browse through over 500 Financial Planning Jobs.

See what you could earn

$0

Financial Planning tasks in Sydney

Setup Xero

Registered Tax Agent Needed – SMSF Audit & Tax Return (1 residential)

Finacial sheet tracker

Logistic/Supply Chain Consultation

Teach me tax saving plan so i can manage my 1.8 mil portfolio myself

Amazon Seller Central Specialist - set up US launch for Oz Seller

Financial Sheet Tracker -

Solicitor review contract of sale

Parental consent orders lodged

Unlock new income opportunities in Sydney