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 Advanced

How do I become a retirement planner?

All skill levels Beginner Experienced

Bachelor of Finance (Honours)

On Campus
12 months
$0 - $13,055
  • There are no mandated entry requirements.
Additional requirements may apply.
BSB50120

Diploma of Business

Blended, Online
12 months
$1,499 - $6,318
  • There are no mandated entry requirements.
Additional requirements may apply.
Bank Manager New Home Sales Consultant Office Manager
Information Officer Customer Service Officer Customer Service Manager Account Manager Project Coordinator Sales Analyst Small Business Owner Aquaculture Manager Sustainable Farmer Winemaker Vineyard Manager Resilience Officer Head of Procurement Event Planner Strata Manager Planning Officer Student Experience Officer Travel Agency Manager Regional Coordinator Real Estate Agency Manager Park Manager Radio Producer Enrolment and Admissions Officer Accounting Manager Financial Controller Forensic Accountant Sports Facility Manager Gym Manager Fitness Centre Manager High Performance Coach Conference Manager Event Director Exhibition Manager Tour Operations Manager Reservations Manager HVAC Technician Life Coach Bakery Manager Clinical Coder Fashion Photographer Portrait Photographer Screenplay Writer Grip Gaffer Driller Drilling Supervisor Apiarist Concreter RTO Compliance Officer Duty Manager (Police Force) Landfill Supervisor Investigation Manager Head of Cyber Security Senior Rates Officer Senior Compliance Officer Trade Waste Officer Marketing Director Head of Digital Strategy Transformation Project Officer Brand Ambassador Regional Manager Customs Broker Reporting Analyst Salesforce Administrator IT Recruitment Consultant Enterprise Architect Assistant Broker Library Assistant Museum Assistant Librarian Customs and Border Protection Officer Local Government Administration Officer Community Engagement Officer Business Support Officer Property Consultant Property Developer Business Specialist Sales Engineer Business Development Executive Business Services Manager Buyer Procurement Manager Retail Executive Category Specialist Procurement Consultant Product Marketing Manager Customer Success Manager Workforce Analyst Facilities Coordinator Grants Officer Retention Specialist Settlements Officer Workshop Supervisor Scheduler Performance Manager Leasing Manager Leasing Officer Fitness Studio Manager Claims Specialist Governance Coordinator Fundraising Coordinator Cluster Manager Market Researcher Law Clerk Agile Business Analyst Commercial Analyst Technical Business Analyst Relationship Manager Program Coordinator Cost Controller Travel Operator Business Leader Diversity Consultant Lobbyist Policy Specialist Communications Officer Gallery Manager Public Service Officer Student Recruitment Officer Engagement Manager Media Analyst Communications Strategist Court Administrator Investigator Museum Director Records Manager Technology Consultant Social Media Strategist Digital Media Specialist Financial Regulator Creative Entrepreneur Policy Researcher Community Relations Manager Geographer International Project Manager Program Analyst Intelligence Officer National Security Adviser Innovation Coordinator Chief Innovation Officer Film Producer Location Manager ICT Sales Assistant Partnerships Manager Freelance Editor Resource Economist Agricultural Economist Meteorologist Executive Director Data Analytics Consultant Strategic Advisor Transport Manager Geochemist Palaeontologist Photogrammetrist Nutrition Advisor Nutrition Scientist Logistician Research and Development Manager Fraud Analyst Financial Assistant Buyer’s Agent Operational Risk Manager Internal Auditor Innovation Manager Advertising Account Manager Investment Banking Analyst Promotions Manager Wealth Manager International Banker Supply Chain Analyst Logistics Planner Strategy Manager Inventory Planner Supply and Distribution Manager HR Business Partner Change Management Consultant Inventory Manager Supply Planner Purchasing Officer Business Development Consultant Digital Business Strategist Global Account Manager Customer Relationship Manager Senior Financial Analyst Business Process Analyst Quality Assurance Engineer Capability Manager Data Consultant Data Miner Analytics Manager Chief Project Officer Retirement Planner People and Culture Manager IT Auditor Marketing Executive Training and Development Manager International Business Strategist Service Delivery Manager Organisational Development Consultant Marketing Communications Manager Finance Director Acquisition Manager Executive Manager Master Data Analyst Senior Business Analyst Tender Writer Risk Advisor Credit Risk Analyst Risk Consultant Product Specialist Innovation Strategist Marketing Analyst Corporate Services Manager Innovation Consultant Leadership Coach
+ 216 more
  • There are no mandated entry requirements.
Additional requirements may apply.
Bank Manager New Home Sales Consultant Office Manager Information Officer Customer Service Officer Customer Service Manager Account Manager Project Coordinator Sales Analyst Small Business Owner Aquaculture Manager Sustainable Farmer Winemaker Vineyard Manager Resilience Officer Head of Procurement Event Planner Strata Manager Planning Officer Student Experience Officer Travel Agency Manager Regional Coordinator Real Estate Agency Manager Park Manager Radio Producer Enrolment and Admissions Officer Accounting Manager Financial Controller Forensic Accountant Sports Facility Manager Gym Manager Fitness Centre Manager High Performance Coach Conference Manager Event Director Exhibition Manager Tour Operations Manager Reservations Manager HVAC Technician Life Coach Bakery Manager Clinical Coder Fashion Photographer Portrait Photographer Screenplay Writer Grip Gaffer Driller Drilling Supervisor Apiarist Concreter RTO Compliance Officer Duty Manager (Police Force) Landfill Supervisor Investigation Manager Head of Cyber Security Senior Rates Officer Senior Compliance Officer Trade Waste Officer Marketing Director Head of Digital Strategy Transformation Project Officer Brand Ambassador Regional Manager Customs Broker Reporting Analyst Salesforce Administrator IT Recruitment Consultant Enterprise Architect Assistant Broker Library Assistant Museum Assistant Librarian Customs and Border Protection Officer Local Government Administration Officer Community Engagement Officer Business Support Officer Property Consultant Property Developer Business Specialist Sales Engineer Business Development Executive Business Services Manager Buyer Procurement Manager Retail Executive Category Specialist Procurement Consultant Product Marketing Manager Customer Success Manager Workforce Analyst Facilities Coordinator Grants Officer Retention Specialist Settlements Officer Workshop Supervisor Scheduler Performance Manager Leasing Manager Leasing Officer Fitness Studio Manager Claims Specialist Governance Coordinator Fundraising Coordinator Cluster Manager Market Researcher Law Clerk Agile Business Analyst Commercial Analyst Technical Business Analyst Relationship Manager Program Coordinator Cost Controller Travel Operator Business Leader Diversity Consultant Lobbyist Policy Specialist Communications Officer Gallery Manager Public Service Officer Student Recruitment Officer Engagement Manager Media Analyst Communications Strategist Court Administrator Investigator Museum Director Records Manager Technology Consultant Social Media Strategist Digital Media Specialist Financial Regulator Creative Entrepreneur Policy Researcher Community Relations Manager Geographer International Project Manager Program Analyst Intelligence Officer National Security Adviser Innovation Coordinator Chief Innovation Officer Film Producer Location Manager ICT Sales Assistant Partnerships Manager Freelance Editor Resource Economist Agricultural Economist Meteorologist Executive Director Data Analytics Consultant Strategic Advisor Transport Manager Geochemist Palaeontologist Photogrammetrist Nutrition Advisor Nutrition Scientist Logistician Research and Development Manager Fraud Analyst Financial Assistant Buyer’s Agent Operational Risk Manager Internal Auditor Innovation Manager Advertising Account Manager Investment Banking Analyst Promotions Manager Wealth Manager International Banker Supply Chain Analyst Logistics Planner Strategy Manager Inventory Planner Supply and Distribution Manager HR Business Partner Change Management Consultant Inventory Manager Supply Planner Purchasing Officer Business Development Consultant Digital Business Strategist Global Account Manager Customer Relationship Manager Senior Financial Analyst Business Process Analyst Quality Assurance Engineer Capability Manager Data Consultant Data Miner Analytics Manager Chief Project Officer Retirement Planner People and Culture Manager IT Auditor Marketing Executive Training and Development Manager International Business Strategist Service Delivery Manager Organisational Development Consultant Marketing Communications Manager Finance Director Acquisition Manager Executive Manager Master Data Analyst Senior Business Analyst Tender Writer Risk Advisor Credit Risk Analyst Risk Consultant Product Specialist Innovation Strategist Marketing Analyst Corporate Services Manager Innovation Consultant Leadership Coach + 216 more

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.
  • There are no mandated entry requirements.
Additional requirements may apply.
*Showing course fees for all providers. Some providers may not be available in your area.

Related occupations

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)