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Overview

Want to Plan Your Future As a Financial Planner? Find out How Here: 

Financial planners are registered professionals responsible for reviewing, advising and helping clients and companies manage their money and reach their financial goals. They do this by assessing your current situation, discussing your options and creating a plan of action for you to follow.

Every institution and many individuals require the services of a financial planner at one point or another, whether it be advising for a multimillion dollar company or planning with an individual for their future.

Is Financial Planning Right for You?

Everybody knows finance is a numbers game, so if you don't like maths then financial planning isn't the right profession for you. Working with figures is the basis of this industry, whether you are an accounts payable clerk or the head of the financial department, numbers will be an everyday occurrence.

As well as knowing your numbers, possessing great analytical and problem-solving skills are a must in this business. When dealing with people's financial affairs you must be able to use your analysis to correctly advise them on the best way forward for the future.

Other 'non-technical' skills crucial to the finance industry are good organisation, efficiency and good customer service. You can be working with the public in this position so being organised with paperwork and procedure and being effective with time management and assessment will see you flourish in this industry.

Job Opportunities

A career in financial planning is a clever one. Here are some figures for you to flip over from Australian Government Job Outlook initiative:

  • Average earnings for full-time workers are around $1,701 per week (very high compared to the all jobs average of $1,230). Earnings tend to be lower when starting out and higher as experience grows.
  • This is a large occupation employing 45,900 workers. The number of workers has grown moderately over the past 5 years.
  • Over the next 5 years (to May 2022) the number of workers is expected to stay about the same at 47,200. Around 21,000 job openings are likely over this time from workers leaving and new jobs being created.
  • They mainly work in: Financial and Insurance Services; Professional, Scientific and Technical Services; and Rental, Hiring and Real Estate Services.

Types of Courses

There are several short courses to consider in financial planning. They can be taken both in class or online and are offered to residents living in Perth, Sydney, Melbourne and Brisbane. The duration varies per course. Regardless if you are moving up in the world of finance or simply starting out in this game, there is a qualification for every level.

Here is a brief outlook and short description of what's on offer in short courses in financial planning today:

Certificate IV in Financial Practice Support

This certificate is taken over 1 year and provides the student with the skills to apply support to the main financial planners and paraplanners in the business. You will learn the specialised techniques required in this profession to work independently and practice judgement in completing various tasks.

Career Outcomes

A career as a financial planner could see you looking after some of the top company's money matters or really being creative in helping others to save a buck. Here are a few job prospects for your consideration:

  • Payroll Manager
  • Credit Officer
  • Bank Officer
  • Accounts Clerk
  • Credit Manager
  • Financial Broker
  • Financial Dealer
  • Mortgage Broker
  • Credit Advisor
  • Bookkeeper
  • Financial Sector Team Leader
  • Assistant Financial Broker
  • Banking Sales Consultant