
How do I become a retirement planner
Get qualified to work as a retirement planner with a course recognised across Australia. Speak to a training provider to learn more.
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Career Spotlight: Accounting and Taxation Professionals
9th October 2019
5 jobs for people over 60
21st July 2021Retirement Planner careers
A Retirement Planner is a financial professional who specialises in helping clients prepare for their retirement by providing tailored advice on savings, investments, and income strategies. They conduct thorough assessments of clients' financial situations, including income, expenses, and assets, to develop personalised retirement plans that align with their goals and lifestyle expectations.
Retirement Planners may offer guidance on pension options, superannuation contributions, and tax implications, ensuring clients are well-prepared for a secure and comfortable retirement.