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Financial planner

What is it like to be a Financial planner?

Financial planner specialise in a range of areas within the finance and banking sector including financial planning, economics, international business, investment management, international finance and insurance. In this time of economic growth, opportunities to work in financial institutions, insurance agencies, tax agencies, management roles or consulting firms are expected to be on the rise. Other roles for financial services professionals include financial planner, stockbroker, funds manager, insurance broker or trader.

For more information about a career as a Financial planner, visit the Job Outlook website. 

Employment level (thousands)

This data shows historical and projected employment levels (thousands) for this occupation. Data should be used as a guide only. Where exact job data has not been available, data from a related field has been used. Source: ABS Labour Force Survey.

Average weekly total cash earnings (before tax)

This data shows median weekly cash earnings for the occupation, before tax and not including superannuation. These figures are indicative and cannot be used to determine a particular wage rate. Data should be used as a guide only. Source: Based on ABS Characteristics of Employment survey, August 2015, Cat. No. 6333.0, Customised Report.

Is it right for me?

Financial planners use their analytical and planning skills to construct and implement financial plans for individuals.  You’ll be interested in the financial market and have well-developed communication skills.

  • Able to work with numbers
  • Methodical and organised
  • Ability to work well under pressure
  • An interest in research

To become a Financial planner

To be able to become a Financial Planner, your study options will change based on your previous study experience or your preferred study pathway:

Professional Accreditation

Finance major graduates will meet the educational entrance requirements to become a member of the Financial Services Institute of Australasia (Finsia). Similarly, Accounting major students who complete a Finance minor will also meet the educational entrance requirements of the Financial Services Institute of Australasia (Finsia).


Explore your career options!

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