Financial Planner Career Profile | Career Advice and Help Australia CareerNav

Financial Planner

Last modified: November 07, 2011, 01:26 PM

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This is an ideal career for analytical thinkers. As a financial planner, you devise and implement financial plans to ensure your clients make the best use of their savings, income and investments. Financial planners advise individuals, retirees and business owners on all areas of finance. These include risk management, pension plans, retirement, superannuation, cash flow management, education, investment strategies, insurance, business planning, real estate and tax.

Salary p/a
40k - 210k

Qualifications
Degree

Intensity
Sitting

Demand
High

Travel
Low

Conditions
Indoor

Weekly Hours
40-50

Pros

Range of financial situations
Job satisfaction
Providing important information

Cons

Pressure to produce appropriate financial plans
Expectation and stress
Difficulty establishing client base

The Bottom Line

Financial planners are interested in using their mathematical skills, financial acumen and problem-solving ability to make money for their clients and themselves. It’s an office job with much time spent with clients. The entire process can be fascinating and challenging, so if the pressure of expectations and development of your own clients doesn’t put you off, then this respected occupation might be for you.

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