Financial Planning

Browse careers that are in demand now and meet Australia’s future workforce needs.

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 Unknown

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 Unknown

Small Business Financial Advisor

A Small Business Financial Advisor helps owners enhance profitability by analysing cash flow, budgeting, and taxation while offering tailored strategies.

Avg yearly income $90,012
Skill level Unknown

Financial Assistant

A Financial Assistant supports financial professionals by updating records, collecting data, and preparing reports while requiring strong organisational and accounting skills.

Avg yearly income $71,760
Skill level Unknown

Asset Manager

An Asset Manager oversees investment portfolios to maximise client returns, analysing market trends and developing strategies while liaising with clients.

Avg yearly income $104,000
Skill level Unknown

Financial Analyst

A Financial Analyst interprets financial data to recommend actions, identifying market trends and advising on optimal strategies while requiring strong analytical and communication skills.

Avg yearly income $124,800
Skill level Unknown

Finance Manager

A Finance Manager oversees budgets, develops financial strategies, analyses data, and supports decision-making, requiring strong leadership skills.

Avg yearly income $150,800
Skill level Unknown

Investment Advisor

An Investment Advisor offers clients tailored investment advice, discussing financial goals and strategies while suggesting options like superannuation and shares.

Avg yearly income $117,000
Skill level Unknown

Investment Banker

An Investment Banker provides financial management assistance, advising clients on investments, mergers, and acquisitions to maximise returns.

Avg yearly income $130,000
Skill level Unknown
Source: Jobs and Skills Australia

Courses in financial planning

All skill levels Beginner Experienced

Bachelor of Applied Business (Management)
Online
24 months
$58,200
  • There are no mandated entry requirements.
Additional requirements may apply.
Project Manager Operations Manager Small Business Owner
Team Leader Financial Analyst Business Development Manager Entrepreneur Sales Manager
+ 5 more
  • There are no mandated entry requirements.
Additional requirements may apply.
Project Manager Operations Manager Small Business Owner Team Leader Financial Analyst Business Development Manager Entrepreneur Sales Manager + 5 more

Bachelor of Financial Planning
On Campus
3 years
$45,600
  • There are no mandated entry requirements.
Additional requirements may apply.
Financial Planner Financial Advisor Insurance Broker
Investment Advisor Investment Analyst Tax Adviser Wealth Manager
+ 4 more
  • There are no mandated entry requirements.
Additional requirements may apply.
Financial Planner Financial Advisor Insurance Broker Investment Advisor Investment Analyst Tax Adviser Wealth Manager + 4 more
FNS50322

Diploma of Finance and Mortgage Broking Management
Blended, On Campus, Online
3 - 12 months
$0 - $15,000
  • There are no mandated entry requirements.
Additional requirements may apply.
Mortgage Broker Credit Officer Lending Officer
Financial Advisor Financial Planner Small Business Financial Advisor Insurance Consultant Insurance Broker Finance Broker
+ 6 more
  • There are no mandated entry requirements.
Additional requirements may apply.
Mortgage Broker Credit Officer Lending Officer Financial Advisor Financial Planner Small Business Financial Advisor Insurance Consultant Insurance Broker Finance Broker + 6 more
FNS40821

Certificate IV in Finance and Mortgage Broking
Blended, On Campus, Online
6 - 24 months
$0 - $10,000
  • There are no mandated entry requirements.
Additional requirements may apply.
Mortgage Broker Credit Officer Lending Officer
Financial Advisor Financial Planner Small Business Financial Advisor Insurance Consultant Insurance Broker
+ 5 more
  • There are no mandated entry requirements.
Additional requirements may apply.
Mortgage Broker Credit Officer Lending Officer Financial Advisor Financial Planner Small Business Financial Advisor Insurance Consultant Insurance Broker + 5 more
FNS50922

Diploma of Banking Services Management
Blended, On Campus
12 - 18 months
$0 - $10,000
  • There are no mandated entry requirements.
Additional requirements may apply.
Credit Officer Lending Officer Financial Advisor
Small Business Financial Advisor
+ 1 more
  • There are no mandated entry requirements.
Additional requirements may apply.
Credit Officer Lending Officer Financial Advisor Small Business Financial Advisor + 1 more
FNS60222

Advanced Diploma of Accounting
Blended, On Campus, Online
9 - 24 months
$0 - $18,750
  • Completed Diploma of Accounting or equivalent qualifications AND
  • Completed the BSBTEC402 Design and produce complex spreadsheets (or equivalent)
Additional requirements may apply.
Tax Accountant Accounting Manager Financial Controller
Forensic Accountant Auditor Chief Financial Officer (CFO) Financial Analyst Tax Agent
+ 5 more
  • Completed Diploma of Accounting or equivalent qualifications AND
  • Completed the BSBTEC402 Design and produce complex spreadsheets (or equivalent)
  • Completed the BSBTEC402 Design and produce complex spreadsheets (or equivalent)
Additional requirements may apply.
Tax Accountant Accounting Manager Financial Controller Forensic Accountant Auditor Chief Financial Officer (CFO) Financial Analyst Tax Agent + 5 more
FNS30122

Certificate III in Financial Services
Blended, Online, Traineeship
12 months
$0 - $9,130
  • There are no mandated entry requirements.
Additional requirements may apply.
Personal Banking Advisor Bank Teller Entry Level Credit Analyst
Collections Officer Financial Assistant Assistant Underwriter Assistant Broker Claims Officer
+ 5 more
  • There are no mandated entry requirements.
Additional requirements may apply.
Personal Banking Advisor Bank Teller Entry Level Credit Analyst Collections Officer Financial Assistant Assistant Underwriter Assistant Broker Claims Officer + 5 more

Graduate Certificate in Management
Blended, On Campus, Online
4 - 12 months
$0 - $16,300
  • There are no mandated entry requirements.
Additional requirements may apply.
Accounting Manager Finance Manager General Manager
Marketing Manager Project Manager
+ 2 more
  • There are no mandated entry requirements.
Additional requirements may apply.
Accounting Manager Finance Manager General Manager Marketing Manager Project Manager + 2 more
FNS60920

Advanced Diploma of Paraplanning
On Campus, Online
12 - 18 months
Unavailable
  • There are no mandated entry requirements.
Additional requirements may apply.
Paraplanner
  • There are no mandated entry requirements.
Additional requirements may apply.
Paraplanner
BSB40120

Certificate IV in Business (Finance)
On Campus, Online
12 - 18 months
$1,295 - $3,500
  • There are no mandated entry requirements.
Additional requirements may apply.
Financial Assistant Payroll Officer Payroll Clerk
Accounts Clerk Accounts Officer Accounts Receivable Officer
+ 3 more
  • There are no mandated entry requirements.
Additional requirements may apply.
Financial Assistant Payroll Officer Payroll Clerk Accounts Clerk Accounts Officer Accounts Receivable Officer + 3 more

Master of Professional Accounting
Blended, On Campus, Online
12 - 24 months
$0 - $68,800
  • There are no mandated entry requirements.
Additional requirements may apply.
Chief Financial Officer (CFO) Finance Manager Senior Accountant
Senior Financial Analyst
+ 1 more
  • There are no mandated entry requirements.
Additional requirements may apply.
Chief Financial Officer (CFO) Finance Manager Senior Accountant Senior Financial Analyst + 1 more

Bachelor of Commerce (Accounting)
Blended, On Campus, Online
3 years
$0 - $97,200
  • There are no mandated entry requirements.
Additional requirements may apply.
Accountant Auditor Chartered Accountant
Financial Analyst Management Accountant Tax Accountant
+ 3 more
  • There are no mandated entry requirements.
Additional requirements may apply.
Accountant Auditor Chartered Accountant Financial Analyst Management Accountant Tax Accountant + 3 more

Bachelor of Property Economics
Blended, On Campus
3 years
$41,700 - $50,976
  • There are no mandated entry requirements.
Additional requirements may apply.
Property Valuer Investment Analyst Business Development Manager
Development Manager Asset Manager Property Fund Manager
+ 3 more
  • There are no mandated entry requirements.
Additional requirements may apply.
Property Valuer Investment Analyst Business Development Manager Development Manager Asset Manager Property Fund Manager + 3 more

Bachelor of Property
On Campus, Online
3 years
$55,706 - $102,240
  • There are no mandated entry requirements.
Additional requirements may apply.
Property Valuer Property Analyst Asset Manager
Real Estate Appraiser
+ 1 more
  • There are no mandated entry requirements.
Additional requirements may apply.
Property Valuer Property Analyst Asset Manager Real Estate Appraiser + 1 more

Bachelor of Finance
Blended, On Campus
3 years
$0 - $41,928
  • There are no mandated entry requirements.
Additional requirements may apply.
Corporate Treasurer Finance Manager Financial Analyst
Investment Banker Portfolio Manager Insurance Broker
+ 3 more
  • There are no mandated entry requirements.
Additional requirements may apply.
Corporate Treasurer Finance Manager Financial Analyst Investment Banker Portfolio Manager Insurance Broker + 3 more

Bachelor of Commerce
Blended, On Campus
3 years
$0 - $97,200
  • There are no mandated entry requirements.
Additional requirements may apply.
Finance Manager Finance Specialist Investment Manager
  • There are no mandated entry requirements.
Additional requirements may apply.
Finance Manager Finance Specialist Investment Manager

Bachelor of Accounting and Finance
On Campus
3 years
$41,739 - $48,960
  • There are no mandated entry requirements.
Additional requirements may apply.
Accountant Financial Analyst Finance Manager
Banker Cost Controller Tax Accountant
+ 3 more
  • There are no mandated entry requirements.
Additional requirements may apply.
Accountant Financial Analyst Finance Manager Banker Cost Controller Tax Accountant + 3 more

Bachelor of Business (Finance)
Blended, On Campus
3 years
$0 - $74,400
  • There are no mandated entry requirements.
Additional requirements may apply.
Financial Advisor Financial Analyst Financial Planner
Investment Advisor Investment Analyst
+ 2 more
  • There are no mandated entry requirements.
Additional requirements may apply.
Financial Advisor Financial Analyst Financial Planner Investment Advisor Investment Analyst + 2 more

Bachelor of Business (Financial Planning)
Blended, On Campus
3 years
$0 - $45,426
  • There are no mandated entry requirements.
Additional requirements may apply.
Risk Manager Investment Banker Fund Manager
Financial Advisor Financial Analyst Financial Planner Investment Advisor Risk Analyst
+ 5 more
  • There are no mandated entry requirements.
Additional requirements may apply.
Risk Manager Investment Banker Fund Manager Financial Advisor Financial Analyst Financial Planner Investment Advisor Risk Analyst + 5 more

Bachelor of Economics
Blended, On Campus
3 years
$0 - $90,600
  • There are no mandated entry requirements.
Additional requirements may apply.
Economist Financial Analyst Econometrician
Economic Analyst
+ 1 more
  • There are no mandated entry requirements.
Additional requirements may apply.
Economist Financial Analyst Econometrician Economic Analyst + 1 more
*Showing course fees for all providers. Some providers may not be available in your area.

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Get the skills you need to work as a superannuation consultant, giving financial advice about superannuation funds and life insurance.

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Further reading

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13th June 2022

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