Financial Assistant Courses
A Financial Assistant supports financial professionals by updating records, collecting data, and preparing reports while requiring strong organisational and accounting skills.
AI Exposure
High
AI exposure data adapted from Felten, Raj & Seamans (2021). Shortage data sourced from Jobs and Skills Australia (2024).
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How do I become a Financial Assistant
Get qualified to work as a Financial Assistant with a course recognised across Australia. Speak to a training provider to learn more.
FNSSS00014
Duration
5 months - 12 months
Study mode
Blended, On Campus, Online, RPL
Get started in bookkeeping and accounting with the FNSSS00014 Accounting Principles Skill Set. This nationally recognised qualification is a group of short courses that teach you how to process financial transactions and prepare financial reports. The course is also perfect for business owners, solopreneurs, and freelancers who need hands-on accounting knowledge to manage their business. Competencies include: setting up a computerised accounting system, processing transactions in the general ledger, compl...
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Duration
5 months - 12 months
Study mode
Blended, On Campus, Online, RPL
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FNS40821
The FNS40821 Certificate IV in Finance and Mortgage Broking (Accountants & Financial Planners) is a tailored solution for accountants and financial planners seeking to transition into finance or mortgage broking. This stream evaluates professional skills against qualification units and combines assessment-based learning with evidence provision. It reflects the role of individuals applying theoretical and technical knowledge autonomously, exercising judgement in routine mortgage and finance broking activit...
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The Undergraduate Certificate in Accounting equips individuals with essential skills for starting a career in accounting, focusing on decision-making skills in economics, business accounting, quantitative methods, and project management. With high market demand for accounting expertise, this certificate prepares graduates to contribute effectively to business operations, developing proficiency in business acumen, professional judgment, and the ability to analyse, interpret, and communicate economic and bu...
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The Undergraduate Certificate in Finance and Investment is a short course designed for business professionals seeking to understand and interpret financial information. Gain practical knowledge in borrowing and investment strategies, business finance, statistics, and basic accounting to enhance your career. With relevant workplace or study experience, you may be eligible for recognition of prior learning to complete the course faster. Continuing your studies with the Bachelor of Applied Commerce will earn...
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Related career opportunities
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Common questions
How much does a Financial Assistant earn?
In Australia, a full time Financial Assistant generally earns $1,380 per week ($71,760 annual salary) before tax. This is a median figure for full-time employees and should be considered a guide only. As you gain more experience you can expect a potentially higher salary than people who are new to the industry.
What are the job opportunities for a Financial Assistant?
There has been a slight decrease in the number of people working in this industry over the last five years. There are currently 24,100 people employed in this field and many of them specialise as a Financial Assistant. Financial Assistants may find work across all regions of Australia.
Source: Australian Government Labour Market Insights
How do I become a Financial Assistant?
A Certificate III in Financial Services is a good qualification if you’re planning to work as a Financial Assistant. This course will give you the skills to work in an administrative role in banking, credit management and insurance. You’ll learn about financial legislation and develop skills with technology commonly used in financial sectors.
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Studying a finance course is the modern gold standard for launching a successful career in the industry. Get started today!
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Interested in a career as an Accountant, Auditor or registered Tax Agent? Here online you’ll find the latest accounting courses, including classes approved by the Australian Tax Practitioners Board (TPB).
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Study the foundations of financial services and learn a specialised skillset to hone your craft and make an impact. Get started today!
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Looking for the training and qualifications you need to become a bookkeeper, payroll officer or BAS Agent? Here online you’ll find the latest courses for bookkeepers, including classes that are approved by the Tax Practitioners...
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More information
A Financial Assistant provides administrative assistance to financial planners, advisors or other professionals providing financial services. You might update financial records for customers or maintain their financial files. A Financial Assistant, or Financial Planning Assistant, may collect financial data using spreadsheets or other financial software. You might also assist with the preparation of financial reports or statements.
Financial Assistants should be highly organised and have strong time management skills. You’ll need to be able to liaise with a range of clients and communicate well with colleagues. It’s important that you have good attention to detail and are familiar with financial systems and procedures. Financial Assistants should be good with numbers and have strong accounting or bookkeeping skills.
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