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Financial Planner Courses in Geelong

A Financial Planner advises clients on achieving their financial goals, developing strategies for investments, superannuation, tax, and retirement.

    • 1.401 AI Exposure: High

      This role has a high level of AI exposure. While some human skills are required, many tasks could be automated or replaced by new technology.

      Explore all careers
  • This role has a high level of AI exposure. While some human skills are required, many tasks could be automated or replaced by new technology.
AI exposure data adapted from Felten, Raj & Seamans (2021). Shortage data sourced from Jobs and Skills Australia (2024).

How do I become a Financial Planner in Geelong?

Get qualified to work as a Financial Planner with a course recognised across Australia. Speak to a training provider to learn more.

Course providers in Geelong

The following providers offer Financial Planner courses in Geelong, Victoria.
Deakin University
6
RMIT University
3046
3
La Trobe University
2
Swinburne University of Technology
3059
4
Central Queensland University
40939
1
Victoria University
3113
3
Monash University
2
The University of Melbourne
1
University of New South Wales
1
Macquarie University
1
Griffith University
2
Western Sydney University
2
Kaplan Professional
90116
2

Common questions

In Australia, a full time Financial Planner generally earns $2,200 per week ($114,400 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.

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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

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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.

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Further reading

How to start a career as a Personal Assistant

2nd December 2021

Most popular finance courses

13th June 2022

Career Spotlight: Accounting and Taxation Professionals

9th October 2019

All financial planner courses

Financial Planner careers

If you're seeking to kick-start your career in the financial planning industry, our selection of Financial Planner courses in Geelong offers a fantastic range of options tailored to both beginners and experienced professionals. For those just starting their journey, the Research and Develop Business Plans BSBESB401 course serves as an excellent introduction, equipping you with the foundational skills needed to thrive in the field. With expert training available from prominent institutions such as RMIT University and Deakin University, you'll gain invaluable insights to help you navigate the complex world of finance.

For those with prior experience looking to enhance their credentials, the Geelong area offers an impressive collection of advanced course options, such as the Graduate Diploma of Financial Planning and the Master of Financial Planning. These courses prepare you for a variety of exciting job roles, including Financial Advisor, Finance Manager, and Wealth Manager. With training from reputable institutions like La Trobe University and Monash University, you can take confident strides towards a successful financial career.

In addition to specialised courses, understanding the array of career paths within the financial planning domain can greatly inform your educational journey. Explore roles such as Superannuation Specialist, Investment Banker, and Chartered Financial Analyst, each of which offers unique opportunities for growth and advancement. The vibrant city of Geelong stands as a hub for financial professionals, making it an ideal location to pursue your Financial Planner courses in Geelong and embark on a fulfilling career in finance.