Financial Planner

Financial planners develop and implement financial plans for individuals covering all areas of finance, including taxation, retirement, superannuation, insurance and estate planning.

Financial Planner

Financial Planner

Roles and responsibilities

What does a Financial Planner do?
Financial Planners may perform the following tasks:
  • interview clients to determine their financial status and objectives, discussing financial options and developing financial plans and investment strategies
  • monitor investment performance, and review and revise investment plans based on changes in the market
  • arrange to buy and sell stocks and bonds for clients
  • advise on investment strategies, sources of funds and distribution of earnings
  • set financial objectives, and develop and implement strategies to achieve them
  • assist clients in meeting superannuation compliance requirements
  • direct the collection of financial, accounting and investment information and the preparation of budgets, reports, forecasts and statutory returns.
What personal requirements will you need?
  • good communication skills
  • able to work under pressure
  • aptitude for research
  • good with numbers
  • analytical and planning skills
  • interested in the financial market.
What does a Financial Planner do?
Financial Planners may perform the following tasks:
  • interview clients to determine their financial status and objectives, discussing financial options and developing financial plans and investment strategies
  • monitor investment performance, and review and revise investment plans based on changes in the market
  • arrange to buy and sell stocks and bonds for clients
  • advise on investment strategies, sources of funds and distribution of earnings
  • set financial objectives, and develop and implement strategies to achieve them
  • assist clients in meeting superannuation compliance requirements
  • direct the collection of financial, accounting and investment information and the preparation of budgets, reports, forecasts and statutory returns.
What personal requirements will you need?
  • good communication skills
  • able to work under pressure
  • aptitude for research
  • good with numbers
  • analytical and planning skills
  • interested in the financial market.
Postgraduate Courses To Become

Financial Planner