Certificate III in Financial Services - FNS30120


Type of institution: TAFE Institute
Level: Pre-degree
CRICOS: 00591E

This qualification is designed to reflect the job role of entry level employees working across the entire financial services industry who perform duties relating to administrative, clerical and customer service roles in banking, credit management, insurance and retail financial services. Individuals at this level apply knowledge and skills to demonstrate autonomy and judgement and to take limited responsibility in known situations under general supervision.Licensing/Regulatory InformationWork functions in the occupational areas where this qualification is used may be subject to regulatory requirements. Refer to the relevant regulator for specific guidance on requirements.


  • Process superannuation contributions
  • Provide customer service in a retail agency
  • Maintain business records
  • Conduct customer engagement
  • Process superannuation fund payments
  • Administer debit card services
  • Maintain Automatic Teller Machine (ATM) services
  • Implement member investment instructions
  • Process a life insurance application
  • Provide general advice on financial products and services
  • Administer a non-complex estate
  • Process financial transactions and extract interim reports
  • Perform financial calculations
  • Process payment documentation
  • Manage credit card services
  • Terminate superannuation plans
  • Be MoneySmart
  • Retrieve information from records
  • Establish, maintain and process superannuation records
  • Administer a non-complex trust
  • Provide sales solutions to customers
  • Deliver and monitor a service to customers
  • Produce spreadsheets
  • Work effectively in the financial services industry
  • Conduct online transactions
  • Process customer accounts
  • Process applications for credit
  • Prepare, match and process receipts
  • Organise personal work priorities and development
  • Maintain main bank account
  • Design and produce business documents
  • Resolve disputes
  • Process superannuation rollover benefits
  • Process customer complaints
  • Process customer transactions
  • Prepare government returns and reports
  • Execute foreign currency transactions
  • Monitor and control accounts receivable
  • Manage overdue customer accounts
  • Balance cash holdings
  • Balance retail transactions
  • Issue a life insurance policy

Study information

CampusFeesEntryMid year intakeAttendance
Granville College No
  • Full-time : 18 weeks
  • Part-time : 26 weeks
OTEN (Open Training Education Network) No

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