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I'm seeking FCA certified financial advice on transferring my UK company pension to an Australian QROPS. My primary goal is to access better investment options. Key Requirements: - In-depth knowledge of UK and Australian pension regulations. - Experience with QROPS transfers, especially from company pensions. - Ability to provide tailored advice for better investment opportunities. Ideal Skills: - Financial advisory experience - Strong understanding of cross-border pension transfers - Excellent communication skills to explain complex concepts Please provide a clear strategy and any potential risks involved.
ID do Projeto: 40172670
24 propostas
Projeto remoto
Ativo há 12 dias
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24 freelancers estão ofertando em média $886 AUD for esse trabalho

As an FCA-qualified financial professional with a wealth of experience in accounting, finance, and payroll, transferring your UK company pension to an Australian QROPS is right up my alley. My 12 years of work experience, including a Masters in Business Studies (Accounting) and an MBA in Finance perfectly equip me with ability to navigate the complex world of cross-border pension transfers such as yours. In addition, I am incredibly well-versed with the pension and tax regulations of both UK and Australia. This means I'll be able to provide you not only with accurate advice but also clever strategies to maximize your investment options. Having successfully helped numerous clients like you before, I know how crucial it is for you to access reliable advisors like myself who can explain such complex matters in a friendly, understandable way. Of course, anytime you're discussing financial regulations across continents, risks need to be mapped out accurately. Rest assured that this is another area where my expertise shines through. I'm well-aware of the potential risks involved and will ensure that we strategize diligently to minimize them together. In short, with my solid credentials, international exposure and deep commitment to help clients achieve their financial goals, choosing me for this job would be a decision benefiting your future financial wellbeing.
$750 AUD em 7 dias
7,7
7,7

Hello, As an FCA certified financial specialist with expertise in both UK and Australian pension regulations, I've helped numerous clients navigate the complexities of their pension transfers. My proficiency includes QROPS, particularly from company pensions, making me well-positioned to advise you on the transfer of your UK company pension to an Australian QROPS. Not only would I ensure that you meet all regulatory requirements, but my aim would be to alleviate your concerns by identifying tailored investment opportunities that align with your goals. In addition to my financial advisory experience, another aspect that empowers me is my strong understanding of cross-border pension transfers. It enables me to effectively communicate complex concepts and potential risks while presenting strategies that prioritize your interest. Be it exploring and comparing investment options, analyzing potential returns or evaluating taxation implications, I'll be thorough and transparent - your complete trust in my advice matters the most. Partnering with Live Experts®, a dedicated team with diverse proficiencies including sophisticated data analysis skills (SPSS, R programming), I can ensure not just sound advice but also evidential support for your decision-making process. Know that we'll leverage our expertise to make this potentially overwhelming journey hassle-free and beneficial for you. So let's have a detailed discussion about your specifi Thanks!
$1.500 AUD em 3 dias
7,0
7,0

With my extensive background in Finance and Accounting, I possess the skills and knowledge required to be your ideal consultant for your FCA qualified UK to Australia pension transfer advice. Having assisted numerous clients with their financial planning for over X years, I have a strong understanding of cross-border pension transfers and can navigate the complex web of UK and Australian pension regulations to offer tailored, solution-oriented advice. Importantly, I specialize in data analytics using Excel, Google Sheets, Power BI & Tableau amongst others. This means that I don't just simply provide financial advice but use advanced analytic tools to provide detailed projections and strategies specifically designed to meet your goal of accessing better investment opportunities in Australia via a QROPS transfer. My skills also make it easier for me to explain complex financial concepts in a clear and easy-to-understand manner ensuring you are fully informed throughout the process. Lastly, as your financial consultant, your satisfaction is my utmost priority. Once hired, I don't consider it "job done". Instead, my commitment towards you extends beyond the completion of the project with continuous support even after our contract ends. In view of all this, if chosen for your project I can guarantee not only meeting but exceeding your expectations through the provision of comprehensive financial advice alongside exceptional client engagement.
$750 AUD em 1 dia
7,5
7,5

Hi Paul, Thank you for considering my proposal. I have carefully reviewed the requirements for the UK to Australia pension transfer project. With over 8 years of experience in Research Writing, including freelance work, I am confident in my ability to assist you effectively. I have a strong background in financial advisory and a comprehensive understanding of UK and Australian pension regulations, particularly in QROPS transfers. I believe my expertise can provide you with tailored advice for optimizing your investment opportunities. I would appreciate the opportunity to discuss your project further in a chat. Regards.
$750 AUD em 1 dia
6,6
6,6

With a wealth of experience as both a financial advisor and a certified accountant, I am uniquely positioned to support you in your UK to Australia pension transfer. My comprehensive understanding of UK and Australian pension regulations ensures that I am primed to guide you through the complexities of a QROPS transfer. Furthermore, my ability and dedication to ensure all financial plans are in compliance with regulatory standards intersects perfectly with your requirement for tailored advice. I appreciate that one of your primary goals is accessing better investment options. My nine years in the field have equipped me not only with the knowledge but also with the crucial skill set for identifying and assessing numerous investment opportunities. Precise budgeting and strategic planning are core aspects of my practice that enable me to provide clients with a clear roadmap forward.
$750 AUD em 7 dias
6,1
6,1

My name is Rabia Faisal, I am working in the writing industry since 2011. During this time, I have served countless clients with a full amount of satisfaction by providing them with TOP Quality Solutions. I have command of all references APA, Harvard, IEEE, MLA & Chicago, etc. I will provide plagiarism-free work with 100 percent accurate grammar within your given deadline. Please message me to get Top Class Services. I am waiting; https://www.freelancer.com/u/TopWritingGuru
$750 AUD em 1 dia
4,8
4,8

Hi, I'm Aisha Mujahid, an academic expert with 12+ years of experience in research support, writing mentorship, and scholarly editing. I help students and professionals enhance their work for clarity, impact, and academic success. From refining essays to polishing manuscripts, I offer tailored guidance to elevate your writing and help you achieve academic goals. I specialize in Essays, Research Papers, Case Studies, Dissertations, and Any Other Assignments. Every project I deliver is original, Plagiarism and AI Free, Properly Referenced, and Tailored to your Specific Requirements. I have strong expertise in academic referencing and formatting styles, including APA, Harvard, Chicago, MLA, Vancouver, IEEE, and OSCOLA, ensuring accuracy, consistency, and full compliance with university and journal guidelines. If you’re looking for dependable academic support that truly delivers results, message me to discuss it further. Thank You!
$750 AUD em 1 dia
4,4
4,4

My name is "Usama Safdar" and I am a Ph.D degree holder which means I am highly-capable to tackle this project "Content Editor " with 100 percent accuracy. I am a professional writer with over 6 years of experience in writing; Essays, Research Summaries, Thesis, Dissertation, Lab Reports and Case Studies. I always provide High-Quality Solutions within the shortest possible time with all instructions followed against very reasonable prices. I can manage works even with shortest deadlines like; "2500 words work in just 6 Hours" with very reasonable time. As a pro academic writer I am also familiar with all the referencing styles; such as APA, Harvard, OSCOLA, IEE, MLA etc. I always provide plagiarism-free solutions and as a prove I also provide "FREE Turnitin reports". For Samples, please visit my profile https://www.freelancer.com/u/SolutionMart Please message me to start the discussion. Thank You
$750 AUD em 1 dia
3,8
3,8

Hi, I’m Zeeshan Shahid, a Stanford MBA with 6+ years of experience helping students achieve strong academic results. I specialize in delivering clear, well-researched, and well-structured academic work that meets strict university standards. I specialize in Essays, Research Papers, Case Studies, Dissertations, and Any Other Assignments. Every project I deliver is original, Plagiarism and AI Free, Properly Referenced, and Tailored to your Specific Requirements. I have strong expertise in academic referencing and formatting styles, including APA, Harvard, Chicago, MLA, Vancouver, IEEE, and OSCOLA, ensuring accuracy, consistency, and full compliance with university and journal guidelines. If you’re looking for dependable academic support that truly delivers results, message me to discuss it further. Thank You!
$750 AUD em 1 dia
3,0
3,0

Hello there, As an experienced researcher and data scientist, data analyst, my qualitative analysis skills perfectly align with your job requirements. My profound knowledge of Python and R Studio guarantees fast learning and adaptation to new tools. Moreover, my advanced skills in Excel make me highly competent in handling large datasets efficiently—making me proficient in extracting the best insights from your transcripts. I fully comprehend the importance of working papers and meticulously preparing financial statements, especially within strict timelines. my sharp analytical skills and extensive knowledge of excel ensure that I leave no stone unturned in making sure every detail is covered under evaluation. My passion for quality, originality and meeting deadlines makes me an excellent choice for this project. I cannot wait to prove my extensive skills to you through providing actionable insights that will help guide your decision making regarding domestic charter flights. Best Regards
$750 AUD em 7 dias
2,2
2,2

Greetings! I’m a top-rated freelancer with 16+ years of experience and a portfolio of 750+ satisfied clients. I specialize in delivering high-quality, professional UK to Australia pension transfer advising services tailored to your unique needs. Please feel free to message me to discuss your project and review my portfolio. I’d love to help bring your ideas to life! Looking forward to collaborating with you! Best regards, Revival
$750 AUD em 7 dias
1,8
1,8

Hi, I understand the complexities involved in transferring a pension from the UK to Australia, especially as you're seeking FCA certified advice. My extensive experience with QROPS transfers ensures I can guide you through this process, highlighting better investment opportunities while adhering to both UK and Australian regulations. Having worked with clients on similar transfers, I can provide tailored advice that considers your unique financial situation and investment goals. I will meticulously outline a clear strategy that incorporates potential risks, ensuring you’re well-informed throughout. Our next steps will involve a detailed review of your current pension benefits and exploring QROPS options that best fit your needs. I can initiate this process within a few days of your confirmation.
$800 AUD em 6 dias
1,0
1,0

Hey , I just went through the project description, and I see you are looking for someone experienced in Tax Compliance, Accounting, Financial Analysis, Financial Planning, Research Writing, Finance and Payroll. It instantly reminded me of a client who faced similar challenges, and I knew I had a tailor-made solution for it. Please review my profile to confirm that I have great experience working with these tech stacks. While I have few questions: • Is there anything else you’d like to add to the project details? • What’s the top hurdle you’re facing with this project? • What is the timeline to get this done? Why Choose Me? 250+ Projects. 5 Years. Zero Misses. My reputation is built on a single metric: Flawless Execution. While others promise quality, my last 100+ consecutive 5-star reviews prove it. I don’t just finish the job; I set the standard. Timings: 9am - 9pm Eastern Time (I work as a full time freelancer) The portfolio here is just the tip of the iceberg. To respect client confidentiality, my recent heavy-hitters aren't public, but I can share them 1-on-1. Click the 'Chat' button, and I’ll send over the relevant samples immediately for your review. Regards, Abdul Haseeb Siddiqui.
$750 AUD em 6 dias
0,0
0,0

Hello, I am really excited about the opportunity to collaborate with you on this project! It aligns perfectly with my skill set and experience, and I’m confident I can contribute meaningfully to your vision. I genuinely enjoy working on projects like this, and I believe we can create something both functional and visually engaging. Please feel free to check out my profile to learn more about my past work and client feedback. I’d love to connect and discuss the project details further your goals, expectations, and any specific features or ideas you have in mind. The more I understand your vision, the better I can bring it to life. I am ready to get started right away and will put my full energy and focus into delivering quality results on time. My goal is not just to complete the project, but to exceed your expectations and build a long-term working relationship. Looking forward to hearing from you soon! With regards! Nikhil
$1.500 AUD em 7 dias
0,0
0,0

Hello, Thank you for sharing this opportunity, it sounds like a great fit, and I’d be glad to be involved. I’ve worked on similar projects and am confident I can contribute meaningful value to your team. I focus on delivering high-quality, reliable solutions while ensuring the process is smooth and efficient for my clients. My goal is always to build solutions that are both technically solid and easy to maintain. You’re welcome to review my profile to see examples of my previous work. If it aligns with what you’re looking for, I’d be happy to discuss your project in more detail and outline how I can support your goals. I’m available to start immediately and can dedicate my full attention from day one. Let’s connect and explore how we can make this project a success together. Looking forward to your response. With Regards! Abhishek Saini
$1.500 AUD em 7 dias
0,0
0,0

As an FCA qualified professional, I possess the in-depth knowledge of both UK and Australian pension regulations that your project requires. My expertise in QROPS transfers, particularly from company pensions, alongside a strong understanding of cross-border pension transfers, positions me as an ideal choice to help you navigate through the process smoothly. Moreover, my skills extend beyond just technical know-how. As the architect behind FinxisAI, a sophisticated AI-powered financial services platform that simplifies bookkeeping and enhances compliance, I'm well versed in converting complex financial concepts into easily understandable insights. Communication is key when providing tailored advice for better investment opportunities and I can assure you effective discourse throughout. Completing the project within your desired timeframe will not be an issue either. As my platform has significantly reduced manual work and delivered real-time results for businesses, we can guarantee efficient and accurate completion of your project. Don't miss out on this opportunity to leverage advanced automation with expert financial intelligence for a seamless and stress-free retirement plan transition.
$750 AUD em 7 dias
0,0
0,0

With my apologies, it appears there has been a mix-up in matching this project with my area of expertise. Though I boast significant proficiency and experience in various domains, my skill set does not align well with the specific requirements of your project. I am primarily a data scientist and full-stack developer, and do not have a background in financial advisory or pension regulations. I understand the utmost importance of getting tailored advice when transferring pensions and being equipped with in-depth knowledge of both UK and Australian systems. To ensure you're receiving the most pertinent counsel for your needs, I would recommend sourcing a professional with proven expertise in financial advisory within this niche realm. This will ensure you receive insights that are both relevant to your company pension transfer and maximize investment opportunities as per your primary goal. I apologize once again for this mismatch and appreciate your understanding. Let me know if there's any other way I can be of assistance to you; otherwise, I wish you all the best with your pension transfer journey!
$750 AUD em 7 dias
0,0
0,0

Hello, Australian superannuation laws and United Kingdom FCA rules remain difficult to reconcile. As regard the transfer of your UK pension, I can provide you a case study for a go/no go recommendation. With 27+ years as an MBA-level paralegal researcher and writer, SEC-licensed finance analyst, PR strategist, and former daily newspaper editor, I specialize in delivering compliant, cross-border financial advisory documentation and investor-grade analysis. I will assess your UK pension structure, confirm QROPS eligibility, model tax and fee exposure, and evaluate Australian investment options under FCA and HMRC standards. My six-day action plan is simple: Day 1—data intake and regulatory review; Day 2—eligibility and compliance checks; Day 3—tax and cost modeling; Day 4—investment benchmarking; Day 5—risk and strategy drafting; Day 6—I report to you and give briefing. My approach prioritizes legal validity, financial prudence, and clear communication. If you need an informed, defensible guidance on your pension transfer, let us connect and build a strategy you can trust.
$761 AUD em 7 dias
0,0
0,0

Melbourne, Australia
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