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Financial Planner Courses in Geraldton

A Financial Planner advises clients on achieving their financial goals, developing strategies for investments, superannuation, tax, and retirement.

    • 1.401 AI Exposure: High

      This role has a high level of AI exposure. While some human skills are required, many tasks could be automated or replaced by new technology.

      Explore all careers
  • This role has a high level of AI exposure. While some human skills are required, many tasks could be automated or replaced by new technology.
AI exposure data adapted from Felten, Raj & Seamans (2021). Shortage data sourced from Jobs and Skills Australia (2024).

How do I become a Financial Planner in Geraldton?

Get qualified to work as a Financial Planner with a course recognised across Australia. Speak to a training provider to learn more.

Course providers in Geraldton

The following providers offer Financial Planner courses in Geraldton, Western Australia.
La Trobe University
2
University of New South Wales
1
Macquarie University
1
Victoria University
3113
3
Griffith University
3
Western Sydney University
3
Swinburne University of Technology
3059
2
Kaplan Professional
90116
5
TAFE NSW
90003
1
National Institute of Construction Skills
30048
1

Common questions

In Australia, a full time Financial Planner generally earns $2,200 per week ($114,400 annual salary) before tax. This is a median figure for full-time employees and should be considered a guide only. As you gain more experience you can expect a potentially higher salary than people who are new to the industry.

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This industry has seen a slight decrease in employment numbers in recent years. There are currently 24,100 people working as a Financial Planner in Australia compared to 24,900 five years ago. Financial Planners may find work across all regions of Australia.

Source: Australian Government Labour Market Insights

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If you’re interested in working as a Financial Planner consider enrolling in a Certificate IV in Finance and Mortgage Broking. You could also consider a Diploma of Finance and Mortgage Broking Management or a Certificate IV in Bookkeeping.

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Further reading

How to start a career as a Personal Assistant

2nd December 2021

Most popular finance courses

13th June 2022

Career Spotlight: Accounting and Taxation Professionals

9th October 2019

All financial planner courses

Financial Planner careers

Welcome to the comprehensive guide on Financial Planner courses in Geraldton, where you can explore a variety of courses designed to suit both beginners and experienced professionals in the financial planning field. With a total of 10 courses available, aspiring financial planners can find the perfect course to enhance their skills. For those just starting, the Research and Develop Business Plans BSBESB401 course provides fundamental knowledge, ensuring a strong foundation for your future in finance.

If you are an experienced learner seeking to elevate your career further, Geraldton offers numerous advanced opportunities such as the Graduate Diploma of Financial Planning and the Master of Financial Planning. These courses not only deepen your financial expertise but also enhance your employability in the competitive job market. Additionally, for those looking to specialise, a range of graduate certificates such as the Graduate Certificate in Financial Planning is available to help you stand out.

Your journey into the world of financial planning can open doors to numerous fulfilling career paths in Geraldton. Once qualified, you could pursue exciting roles like a Financial Advisor or a Investment Advisor. Other career options include becoming a Wealth Manager or a Financial Analyst. Each role can make a significant impact, and with the right qualifications, you can help others navigate their financial futures.

Join the growing community of financial professionals in Geraldton and take the first step towards an enriching career. By enrolling in one of the many Financial Planner courses in Geraldton, you will gain the knowledge and skills necessary to thrive in this dynamic industry. As you explore your options, remember that each course is designed to equip you for a successful career and help you make a difference in people’s lives through quality financial guidance.