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