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.
View full details

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.
Undergraduate Courses To Become

Financial Planner

Recommended major/s to pursue this career
Accounting Professional Economics student Economics single major Finance
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Postgraduate Courses To Become

Financial Planner

Coursework courses to pursue this career
Advance your knowledge in international law Graduate Diploma in International Law Build your career as a tax law specialist Graduate Diploma in Taxation Law Master of International Law Build your career as a tax law specialist Master of Taxation Law
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Postgraduate Courses To Become Financial Planner

Graduate Diploma in International Law

Advance your knowledge in international law

Graduate Diploma in Taxation Law

Build your career as a tax law specialist

Master of International Law

Advance your knowledge in international law.

Master of Taxation Law

Build your career as a tax law specialist

Graduate Certificate in Social Impact

If you’d love to be a top social innovator and manage organisations, programs and projects to achieve social impact and create meaningful social value, a Graduate Certificate in Social Impact will help you achieve your goals.

Master of Professional Accounting

Analyse complex accounting information and learn how to make sound economic decisions.

Graduate Certificate in Business

Take the next step in your management career with the Graduate Certificate in Business and a complete stand-alone degree, or your pathway to an MBA.

Graduate Certificate in Leadership

Gain high-level skills to motivate and inspire the people around you.

Graduate Certificate in Entrepreneurship and Innovation

Do you want to start-up a new venture, enhance your own business or commercialise ideas?

Graduate Certificate in Finance

Are you looking for a career in corporate banking and finance, stock market trading, insurance, investment management and other areas of applied finance?

Graduate Certificate in Business Information and Logistics Management

Build your skills in project management, and focus on improving quality, workflow management, processes and systems.

Graduate Certificate in Commerce

Pursue a career in business.

Master of Business Information and Logistics Management

Business Information Management blends studies in information systems, management science and decision support systems, enabling students to examine a variety of critical issues in business.

Master of Commerce

Whether you're a recent graduate or qualified professional, expand your skill set and gain specialised business knowledge in an area of your choosing.

Graduate Certificate in Public Policy

Are you interested in how governments can work to create a better future?

Master of Business Administration Flexible

Learn how to lead in any situation; whether it be building a commercial enterprise or not-for-profit organisation from the ground up, or running a large, multinational company.

Master of Applied Finance

The UWA Business School's Master of Applied Finance is your path to a global finance career.

Master of Public Policy

Do you want to lead the way in creating a better world?

Master of Economics

Be at the forefront of economic research and decision making in the government or private sectors.

Master of Business Administration Intensive

Our MBA Intensive gives you the opportunity to enhance your career prospects through more direct contact with business leaders and a personalised leadership development program.

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