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A Financial Planner offers professional advice to clients on how they might reach their financial goals. You might make recommendations based on your clients’ particular situation and you could come up with strategies to help them reach their objectives. A Financial Planner, or a Financial Planning Assistant, might specialise in a particular area such as investment strategies, superannuation development, tax minimisation or retirement planning.
Financial Planners should have good personal skills and be able to deal with a range of clients from individual customers to large or small businesses. It’s important that you are organised and can manage your time well. You’ll need a good understanding of financial systems and products and you should be able to communicate well with clients and understand their individual needs.
There are 20 courses available for people who want to become a Financial Planner. These are the top 5 most popular courses.
Possible job outcomes:
Become a professional mortgage broker with the FNS40821 Certificate IV in Finance and Mortgage Broking. This nationally recognised qualification meets the ASIC licensing requirements for mortgage brokers and will teach you how to identify your client’s needs and present them with range of broking options. The course also covers: professional practice and financial services code of conduct, preparing loan applications, developing knowledge of financial products and services, building client relationships, and more. Enquire now for entry requirements, ASIC licensing outcomes, and upcoming enrolment dates near you. PLEASE NOTE: if you are wanting to become a licensed mortgage broker check with your course provider before enrolment to ensure you have selected the correct elective units..
Average duration: 6 months.
Launch your career as a finance professional with the FNS50322 Diploma of Finance and Mortgage Broking Management. This nationally recognised diploma qualifies you for work as a mortgage broker, insurance broker, and relationship manager in the financial services industry. The course covers: identifying client needs, presenting credit options, understanding special financial circumstances, preparing loan applications, complying with legislation and industry codes of practice. Enquire now for the full list of entry requirements, finance broking career outcomes, and upcoming enrolment opportunities near you. IMPORTANT: if you require an ASIC accreditation, please contact the training provider before enrolling to ensure you select the correct elective units..
The Bachelor of Business (Financial Planning) offers an extensive understanding of crafting financial strategies tailored to individual client needs and risk profiles. This course covers investment, taxation, retirement, and estate planning. It also delves into market theories, securities assessment, and client-advising techniques within regulatory frameworks. Advanced technology such as Bloomberg terminals is used for real-time financial market analysis and research. Upon completion, graduates will be proficient in both advising techniques and technology-assisted analysis, prepared for various financial planning roles..
Average duration: 3 years.
The Bachelor of Business (Finance) offers an in-depth understanding of core financial concepts and skills vital for a career in finance. This course includes topics such as financial management, investment analysis, and risk management, along with foundational financial planning principles. Students will also gain practical abilities in budgeting, forecasting, and financial reporting through hands-on projects and real-world scenarios. Upon completion, graduates will be well-equipped with both theoretical knowledge and practical skills highly valued in the finance industry..
The FNS51822 Diploma of Financial Services is a pathway into the financial services industry and qualifies you for roles in administration, customer service, and team leadership. With this nationally recognised diploma you can gain specialist skills in a wide range of areas including Australian financial systems, business banking, consumer lending, customer service and relationships, market analysis, risk management, financial services, and Human Resource Management. The course also covers: professional work practices, ethical decision making, processing documents to required standards, preparing reports and forecasts, interpreting compliance requirements, and much more. Enquire now for the full list of entry requirements, study units, and upcoming enrolment dates in your area..
Average duration: 18 months.
In Australia, a full time Financial Planner generally earns $1,340 per week ($69,680 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.
This industry has seen a slight decrease in employment numbers in recent years. There are currently 24,100 people working as a Financial Planner in Australia compared to 24,900 five years ago. Financial Planners may find work across all regions of Australia.
Source: Australian Government Labour Market Insights
If you’re interested in working as a Financial Planner consider enrolling in a Certificate IV in Finance and Mortgage Broking. You could also consider a Diploma of Finance and Mortgage Broking Management or a Certificate IV in Bookkeeping.
We’ll find nearby campuses and check if you’re eligible for funding in your state.
Here are some potential career pathways within financial planning and superannuation. Click on an occupation to learn more about the role and the qualifications that can help you get started in this industry.
Financial Planning
Financial Assistant
$960 weekly pay
Financial Advisor
$1,340 weekly pay
Financial Planner
Financial Regulator
$1,250 weekly pay
Paraplanner
$1,440 weekly pay
Small Business Financial Advisor
$1,350 weekly pay
Cost Controller
$2,115 weekly pay
Credit Risk Analyst
$1,500 weekly pay
Finance Manager
$2,900 weekly pay
Financial Analyst
$1,450 weekly pay
Fund Manager
$1,550 weekly pay
Investment Advisor
$1,400 weekly pay
Superannuation
Retirement Planner
Superannuation Consultant
Superannuation Specialist
Learn more about Financial Planner courses in your area.