Being a Financial Adviser is very rewarding. Financial Planners often tell us the best thing about their jobs is the opportunity to help their clients invest, grow and protect their wealth through key life events as a ‘trusted adviser’. In this nationally recognised Diploma, you will learn a range of skills to assist you in a variety of situations. Some key skills include:

  • Determining client requirements and expectations
  • Identifying client objectives
  • Establishing client relationships
  • Providing advice in Financial Planning
  • Developing financial strategies and solutions
  • Presenting financial strategies and solutions
  • Developing and preparing Financial Plans for your clients
  • Complying with Financial Planning ethical and operational guideline

Career Outcomes

The career outcomes for this course are many and varied - but may include jobs and organisations such as:

  • Client Service Officer
  • Paraplanner
  • Senior Paraplanner
  • Junior Financial Planner
  • Financial Planner
  • Senior Financial Planner
  • Practice Development Manager
  • Practice Principal
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