
How do I become a financial advisor
Get qualified to work as a financial advisor with a course recognised across Australia. Speak to a training provider to learn more.
Related career opportunities
Browse occupations related to Financial Advisor.
Common questions
Further reading


What can you do with a Diploma of Accounting?
29th September 2021
How to become a Finance Broker in Australia
14th August 2019All financial advisor courses
- Bachelor of Business (Finance)
- Bachelor of Business (Financial Planning)
- Bachelor of Commerce (Finance)
- Bachelor of Commerce (Financial Planning)
- Bachelor of Financial Planning
- BSBESB401 Research and Develop Business Plans
- FNS40821 Certificate IV in Finance and Mortgage Broking (Accountants & Financial Planners)
- FNS50615 Diploma of Financial Planning
- FNS60415 Advanced Diploma of Financial Planning
Financial Advisor careers
A Financial Advisor develops strategies to help clients reach their financial goals. You might work with individual clients, small businesses or larger companies. Financial Advisors look at the individual circumstances and objectives of their clients and come up with recommendations to meet their needs. You might focus on a particular area of finance, such as superannuation, or look at a client’s overall financial position.
Financial Advisors should be good at working with numbers and have a strong knowledge of financial products and services. You’ll need to be able to communicate well with your clients and understand their needs and financial goals. It’s important that you have strong personal skills and can work with several clients at one time.