Financial Planner

Summary

Financial planners develop and implement financial plans for individuals covering all areas of finance, including taxation, retirement, superannuation, insurance and estate planning.

Duties & Tasks

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.

Specialisations

Stockbroker

A stockbroker buys and sells stocks and bonds on behalf of clients.

Personal Requirements

  • good communication skills
  • able to work under pressure
  • aptitude for research
  • good with numbers
  • analytical and planning skills
  • interested in the financial market.

Related Courses:

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