Career Harvest

Financial Planner

Develops and implements financial plans for individuals, businesses, and organizations, utilizing knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate: Interviews client to determine client’s assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives.

 Tasks:

  • Analyzes client’s financial status, develops financial plan based on analysis of data, and discusses financial options with client.
  • Prepares and submits documents to implement plan selected by client.
  • Maintains contact with client to revise plan based on modified needs of client or changes in investment market.
  • May refer client to other establishments to obtain services outlined in financial plan.
  • May sell insurance to client, recommending amount and type of coverage.
  • May be registered with professional self-regulatory association and be designated Certified Financial Planner.

Qualifications

For this Position, the skills required could have been developed through on the job training, previous work experience in other related roles and through specialised and/or vocation training and/or through a Tertiary Qualification in Science, Humanities or Commerce.

 

Tertiary Education Providers

NSW

Charles Sturt University

University of New England

The University of Sydney

University of Western Sydney

Victoria

La Trobe

The University of Melbourne

South Australia

The University of Adelaide

Western Australia

Curtin University

The University of Western Australia

Tasmania

University of Tasmania

Queensland

James Cook University

The University of Queensland

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