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Financial Planner Courses in Taree

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.

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  • 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 Taree?

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 Taree

The following providers offer Financial Planner courses in Taree, New South Wales.
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

If you are considering a career as a Financial Planner, the range of Financial Planner courses in Taree offers an exceptional opportunity to gain the knowledge and qualifications needed to thrive in this rewarding profession. With 10 dedicated courses available, from beginner to advanced levels, you can find the perfect fit for your background and career aspirations. Whether you are starting your journey in finance with the Research and Develop Business Plans BSBESB401 or advancing your expertise through more complex qualifications like the Graduate Diploma of Financial Planning, Taree provides a wealth of resources to help you succeed.

For those with prior experience or qualifications, the city boasts various advanced courses including the Graduate Certificate in Financial Planning (Professional Practice) and the Master of Financial Planning. These courses are designed to enhance your capabilities and prepare you for a leading role in the financial services industry. Taree's training providers, recognised by industry bodies, ensure that you receive high-quality education tailored to the current market demands, setting you on a path to success.

As you navigate the exciting world of finance, exploring potential career paths is crucial. The skills gained from the Superannuation Consultant to the highly specialised Hedge Fund Manager roles can open many doors. The knowledge acquired from the available Financial Advisor or Financial Analyst courses will enhance your capabilities significantly and allow you to fit into the dynamic finance landscape of Taree.

Investing in your education is a step towards a fulfilling career, and with Taree being home to such diverse educational offerings, there’s no better time to explore the Financial Planner courses in Taree. Whether aiming for roles like Wealth Manager or Tax Adviser, Taree’s rich course selection will equip you with the skills required to excel in a variety of financial careers. Take the first step towards your professional future today!