How do I become a financial planner
Get qualified to work as a financial planner with a course recognised across Australia. Speak to a training provider to learn more.
Related career opportunities
Browse occupations related to Financial Planner.
Common questions
In Australia, a full time Financial Planner generally earns $2,200 per week ($114,400 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.
Courses.com.au Team
This industry has seen a slight decrease in employment numbers in recent years. There are currently 24,100 people working as a Financial Planner in Australia compared to 24,900 five years ago. Financial Planners may find work across all regions of Australia.
Source: Australian Government Labour Market Insights
Courses.com.au Team
If you’re interested in working as a Financial Planner consider enrolling in a Certificate IV in Finance and Mortgage Broking. You could also consider a Diploma of Finance and Mortgage Broking Management or a Certificate IV in Bookkeeping.
Courses.com.au Team
Further reading
Most popular finance courses
13th June 2022
Career Spotlight: Accounting and Taxation Professionals
9th October 2019All financial planner courses
- Bachelor of Business (Banking and Finance)
- 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
- FNS40715 Certificate IV in Financial Practice Support
- FNS40821 Certificate IV in Finance and Mortgage Broking (Accountants & Financial Planners)
- FNS50322 Diploma of Finance and Mortgage Broking Management (Accountants and Financial Planners)
- FNS60415 Advanced Diploma of Financial Planning
- Graduate Certificate in Finance
- Graduate Certificate in Financial Planning
- Graduate Certificate in Financial Planning (Professional Practice)
- Graduate Diploma of Financial Planning
- Graduate Diploma of Financial Services
- Master of Finance (Financial Planning)
- Master of Financial Planning
- Master of Financial Services
- Master of Professional Accounting (Financial Planning)
Financial Planner careers
A Financial Planner offers professional advice to clients on how they might reach their financial goals. You might make recommendations based on your clients’ particular situation and you could come up with strategies to help them reach their objectives. A Financial Planner, or a Financial Planning Assistant, might specialise in a particular area such as investment strategies, superannuation development, tax minimisation or retirement planning.
Financial Planners should have good personal skills and be able to deal with a range of clients from individual customers to large or small businesses. It’s important that you are organised and can manage your time well. You’ll need a good understanding of financial systems and products and you should be able to communicate well with clients and understand their individual needs.
