Paraplanner Courses
A Paraplanner supports financial planning by gathering information, liaising with clients about their needs, and helping them understand financial products.
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 Paraplanner
Get qualified to work as a Paraplanner with a course recognised across Australia. Speak to a training provider to learn more.
The Graduate Certificate in Financial Planning (Professional Practice) enables you to complete three Financial Adviser Standards (FAS) accredited bridging courses, covering ethics and professional standards, commercial and corporations law, and behavioural finance for financial planners. Along with the subject 'Applied Financial Advice', you will be eligible to receive the Graduate Certificate in Financial Planning (Professional Practice) award after one semester of study.
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Career opportunities
The Graduate Certificate in Financial Services aims to extend your skills beyond technical basics, emphasising the complexities of today's financial services sector. Its goal is to inspire innovation and change within your role. This qualification offers flexible learning, adaptable to individual career paths and corporate needs, enhancing its relevance to diverse business priorities now and in the future.
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Career opportunities
FNS60415
An Advanced Diploma of Financial Planning is suitable for students seeking employment as a financial planner providing advice to clients on financial products and services within the ASIC licensing framework for the sector. This comprehensive course covers taxation planning, estate planning, advanced investment planning as well as general financial planning.
Career opportunities
FNS60920
Duration
18 months - 24 months
Study mode
On Campus, Online
The FNS60920 Advanced Diploma of Paraplanning is a nationally recognised diploma that qualifies you for administrative and paraplanning roles in the financial services industry. Over 12-24 months of online training you will learn the legalities and compliance essentials of Australian financial services, as well as giving advice on superannuation, managed investments, and life insurance products. The course also covers: financial product research, working with clients, financial planning. Enquire now for t...
Career opportunities
Duration
18 months - 24 months
Study mode
On Campus, Online
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Related career opportunities
Browse occupations related to Paraplanner.
Common questions
How much does a Paraplanner earn?
In Australia, a full time Paraplanner generally earns $1,800 per week ($93,600 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 Paraplanner?
There has been a decrease in employment numbers in this industry over the last five years. There are currently 24,100 people working in this field in Australia and many of them specialise as a Paraplanner. Paraplanners may find work across all regions of Australia.
Source: Australian Government Labour Market Insights
How do I become a Paraplanner?
If you’re interested in a career as a Paraplanner, consider enrolling in an Advanced Diploma of Paraplanning. This course will advance your understanding of the Australian financial services industry and give you the skills to offer advice on superannuation, managed investments and life insurance products.
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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 Paraplanner performs a range of duties at a financial planning practice. You might assist colleagues with gathering information and collecting paperwork. Paraplanners might liaise with clients to determine their needs and find out details about available financial services. You might put information together for clients and help them to understand products on offer.
Paraplanners should be highly organised and have strong customer service abilities. It’s important you have good interpersonal skills and can communicate well with clients from a range of backgrounds. You’ll need to have a strong understanding of the financial services industry and should be able to understand the individual needs of your customers.
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