Superannuation Adviser (Personal Advice)

Provider Mentor Education
Course Outcome RG146 certification
Study Mode Online
Duration Max. 6 months
Start Date Anytime – start today!
Cost $1,040.00
  • What you'll learn


    Equip yourself with the technical knowledge required to provide compliant superannuation advice in this online Superannuation Adviser (Personal Advice) course.

    Ideal for those looking to build on their existing skillset and broaden their client base, the course meets RG146 requirements.

    Delivered by financial training experts, Mentor Education, the course allows you to gain authorisation from an Australian Financial Services Licence (AFSL) holder to provide Tier 1 personal advice on regulated superannuation products.

    You’ll learn to provide tailored recommendations on retirement income stream products, personal and business superannuation, pensions rollovers and annuities.

    Personal advice authorisation requires the completion of an additional skills assessment.

  • Ideal for


    There are no formal entry requirements for this course.

    It is best suited to professionals currently employed in the promotion of a superannuation or retirement product, or for financial advisers seeking to expand their advisory range into superannuation products.

  • Career Outcomes


    Completion of this skills course will provide you with RG146 compliant certification to provide personal advice to clients in relation to a range of superannuation and retirement products.

  • Course Content


    DFP 1 – financial advice

    Australian industry essentials:

    • Australian economy
    • Personal taxation
    • Social security
    • Retirement income system
    • Investment funds
    • Financial markets
    • Regulatory environment
    • Corporations Act obligations
    • Licensees and their representatives
    • Legal obligations of representatives

    Advice process:

    • Establish relationships with clients
    • Identify client objectives and financial situations
    • Analyse client objectives and financial situations
    • Develop strategies and solutions
    • Present strategies and negotiate solutions
    • Implement agreed plan
    • Provide ongoing advice

    DFP 3 – superannuation

    • Introduction to superannuation
    • Superannuation eligibility
    • Compulsory contribution to superannuation
    • Tax concessions on superannuation
    • Withdrawals on superannuation and ETPs
    • Retirement income streams
    • Social security pensions
    • Duties of superannuation trustees
    • Self managed super funds (SMSFs)
    • Providing superannuation advice
  • Payment Information


    Ready to get started straight away?

    Pay and enrol for this course through our quick and secure checkout system. MasterCard, Visa and PayPal accepted.

  • Why Mentor Education?


    Mentor Education is one of Australia’s leading RG146 compliance training providers for the financial services industry. By specialising exclusively in this field of training, Mentor is able to focus on delivering professional development courses of the highest quality. Thanks to their flexible delivery options, you can complete a nationally recognised qualification in financial planning entirely online, and without disrupting your career. Take advantage of Mentor Education’s long-standing industry reputation and commitment to ongoing professional development by enquiring about a course today.

    As a student of Mentor Education, you’ll receive access to an experienced financial adviser Monday to Friday, 9am-5pm by telephone and email, so you’re always assured of timely feedback and assistance.

    Students of this program will also benefit from complementary inclusion of Mentor Education’s Career Pathway Program. This comprehensive suite of career-building tools includes a 12-month professional development subscription, association membership and regular updates on industry news and events.