Small Business Financial Advisor Courses
A Small Business Financial Advisor helps owners enhance profitability by analysing cash flow, budgeting, and taxation while offering tailored strategies.
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 Small Business Financial Advisor
Get qualified to work as a Small Business Financial Advisor with a course recognised across Australia. Speak to a training provider to learn more.
CHCFIN010
The CHCFIN010 Apply Basic Concepts of Small Business to Financial Counselling unit equips financial counsellors with skills to assess small businesses' structures and financial standings. This knowledge aids in providing tailored financial advice to clients, particularly those exempt from ASIC licensing requirements, including rural financial counselling agencies.
Enquire now for a full list of entry requirements and available enrolment dates.
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FNS50615
Mentor Education's Diploma of Financial Planning & SMSF (when combined with one of the AFS licensing options) enables accountants to meet their obligations detailed in Regulatory Guide 146 Licensing: Training of Financial Product Advisers (RG146) and provide advice in Self-Managed Superannuation Funds (SMSFs), Margin Lending, Investing, Superannuation & Life Insurance.
The course is specifically designed for, and oriented towards, recognised practicing public practice accountants. Taking into account thei...
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Common questions
How much does a Small Business Financial Advisor earn?
In Australia, a full time Small Business Financial Advisor generally earns $1,731 per week ($90,012 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 Small Business Financial Advisor?
This industry has seen a slight decrease in employment numbers over the last five years. There are currently 24,100 people employed in this field in Australia and many of them specialise as a Small Business Financial Advisor. Small Business Financial Advisors may find work across all regions of Australia.
Source: Australian Government Labour Market Insights
How do I become a Small Business Financial Advisor?
If a career as a Small Business Financial Advisor interests you, consider enrolling in a Certificate IV in Finance and Mortgage Broking. You could also consider a Certificate IV in Financial Services, a Diploma of Banking Services Management or a Diploma of Finance and Mortgage Broking Management.
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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 Small Business Financial Advisor works with owners of small businesses to improve their profitability. You might find ways for businesses to increase their profit margins, find new customers or take the business in a new direction. Small Business Financial Advisors look at issues such as cash flow, budgeting, taxation and cost of overheads. You might make overall recommendations for the business to improve or develop strategies for particular business areas.
Small Business Financial Advisors need to have good personal skills and be able to communicate with business owners in a range of industries. You need to be able to listen to their individual circumstances and understand the issues involved. Small Business Financial Advisors should be good with numbers and have strong attention to detail.
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