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Financial Planner

Find out how to become a financial planner and work in financial and commercial settings. Discover information on salary, growth, stability and occupational expectations.

Similar job roles
The current average salary of an Financial Planner is $72,800 - 104,500 annually

Overview

Financial planners give financial advise to and make financial investments for organisations and individuals. Tasks include determining the financial status of clients, explaining investment options and compiling and overseeing financial plans. Employment for financial planners to 2019 is expected to be stable. Employment in this large occupation (45,900 in 2017) was stable in the last 10 years.

Read more about the accounting and finance industry.

Key skills

Financial planners consult with clients regarding their financial status and future financial investments. They also monitor investments for their clients over time.

  • Discussing current financial status with prospective clients
  • Introducing financial options and investment strategies
  • Checking the on-going performance of a range of financial investments
  • Recommending suitable insurance products and setting these up for clients
  • Managing savings policies such as superannuation and unit trusts
  • Ensuring all financial information is prepared and delivered at the appropriate time

Quick facts

Working as a financial planner gives you the opportunity to deal directly with clients whilst taking advantage of your economics and accounting skills.

Outlook
  • Average Hours Worked
    41.5 full-time hours per week vs. all jobs average of 40 hours
    *Source
  • Main Industries
    Accounting and finance
  • Average qualification level
    35.8% Advanced Diploma/Diploma

* All information on this page has been complied using figures from payscale.com.au and the Australian Government's joboutlook.gov.au - all figures are indications only, and are accurate at time of publication. Please do your own research before selecting a course or career.

Study pathways

Get the skills you need to find work as a financial planner by studying this financial planning course below.

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