Financial Planner
Provide financial recommendations to clients to help them manage and invest money.
Job opportunities
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Jobs on SEEK right now
Job growth
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Projected job growth in 5 years
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Typical salary
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What's it like to be a Financial Planner?
Financial Planners (also known as Financial Advisors) are professionals who guide individuals and organisations on how to set and meet their financial goals.
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Tasks and duties
- Analysing and understanding a client’s current situation, and actioning, scrutinising and monitoring investments on their behalf.
- Making recommendations with regards to investments, superannuation and retirement planning.
- Helping clients to manage and invest their money to help them meet their financial objectives.
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Financial Planners educate their clients on a broad range of issues, and act in their clients’ best interest at all times.Many Financial Planners decide to specialise and focus their practice in particular areas, such as superannuation, tax planning or debt management.
How to become a Financial Planner
- Complete an accredited bachelor degree, such as a Bachelor of Business (Financial Planning). This usually takes three years of full-time study.
- Undertake a year of professional experience in an entry-level role under the supervision of a licensed Financial Planner.
- Gain certification with an industry association such as the Financial Advice Association Australia (FAAA) or Certified Financial Planner (CFP). While certification isn't mandatory, it can improve your employability.
- Consider broadening your skills and career options with an accredited postgraduate degree. You could study a Graduate Diploma of Financial Planning or Master of Financial Planning.
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Latest Financial Planner jobs on SEEK
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Location
AustraliaTop skills and experience requested in recent job ads
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Is Financial Planner the right role for me?
How do Financial Planners rate their role?
Average ratings calculated from 48 Financial Planners surveyed on SEEK.
Work-life balance
3.5
Job satisfaction
3.7
Career progression opportunities
3.5
Job security
3.5
Pay / Salary
3.9
Variety of work
3.8
Job market trends for Financial Planners
Location
AustraliaProjected job growth
National increase over next 5 years
2021
2026
Source: National Skills Commission. Financial Brokers and Dealers, and Investment Advisers
Source: SEEK job ads and SEEK role reviews
Latest Financial Planner reviews
Latest reviews from 45 Financial Planners surveyed on SEEK.
All
Positive
Negative
Jan 2022
Financial Planning - there has to be better ways to make a living.
Reviewer's Qualification
Diploma of Financial Advising
Experience
10+ years
Organisation size
Small (1-19 employees)
Specialisation
Wealth Management
The good things
I came to this line of work due to my interest in math's and wealth creation and all things finance after selling up from small business. In the beginning the good outweighed the not so good, team cam...
The challenges
Over the years, the ever increasing compliance load, regulations, and relentless political witch-hunts have sapped most of what was enjoyable in this role. When asked at BBQ's and dinner parties, for ...
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May 2021
Financial planning is my passion and it is my way of giving back to the community by using my skills and knowledge to educate
Reviewer's Qualification
Master of Financial Planning
Experience
10+ years
Organisation size
Small (1-19 employees)
Specialisation
Retirement planning
The good things
If you have passion To Help others get their financial security and independence, this role is a noble role. Also it is also a peoples role which really enhances the way you interact with people.
The challenges
One needs to be versatile and be always eager to learn and change.
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Source: SEEK job ads and SEEK Profile data