Retirement Planner

A Retirement Planner is a financial professional who specialises in helping clients prepare for their retirement by providing tailored advice on savings, investments, and income strategies. They conduct thorough assessments of clients' financial situations, including income, expenses, and assets, to develop personalised retirement plans that align with their goals and lifestyle expectations.

Retirement Planners may offer guidance on pension options, superannuation contributions, and tax implications, ensuring clients are well-prepared for a secure and comfortable retirement.

Future demand High
Average yearly income $93,600
Skill level Unknown

How do I become a retirement planner?

All skill levels Beginner Experienced

Graduate Diploma of Financial Planning
Blended, On Campus, Online
12 - 24 months
$0 - $37,000
  • There are no mandated entry requirements.
Additional requirements may apply.
Financial Advisor Financial Planner Retirement Planner
Risk Manager Wealth Manager
+ 2 more
  • There are no mandated entry requirements.
Additional requirements may apply.
Financial Advisor Financial Planner Retirement Planner Risk Manager Wealth Manager + 2 more
*Showing course fees for all providers. Some providers may not be available in your area.

Related occupations

Superannuation Consultant

A Superannuation Consultant advises clients on financial goals and superannuation products, tailoring strategies to meet individual needs while managing multiple clients effectively.

Avg yearly income $130,000
Skill level Advanced

Financial Advisor

A Financial Advisor creates strategies to help clients achieve their financial goals by assessing their circumstances and recommending suitable solutions.

Avg yearly income $78,000
Skill level Advanced

Financial Planner

A Financial Planner advises clients on achieving their financial goals, developing strategies for investments, superannuation, tax, and retirement.

Avg yearly income $114,400
Skill level Advanced

Further reading

Employment options for seniors

10th September 2019)

Career Spotlight: Accounting and Taxation Professionals

9th October 2019)

5 jobs for people over 60

21st July 2021)

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