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Retirement Planner Courses

A Retirement Planner provides tailored financial advice and develops personalised retirement plans to help clients secure their future.

    • 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.
      • ACT
      • QLD
      • TAS
      • WA
      • NT
      • SA
AI exposure data adapted from Felten, Raj & Seamans (2021). Shortage data sourced from Jobs and Skills Australia (2024).

How do I become a Retirement Planner?

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

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Further reading

Employment options for seniors

10th September 2019

Career Spotlight: Accounting and Taxation Professionals

9th October 2019

5 jobs for people over 60

21st July 2021

Retirement Planner careers

A Retirement Planner is a financial professional who specialises in helping clients prepare for their retirement by providing tailored advice on savings, investments, and income strategies. They conduct thorough assessments of clients' financial situations, including income, expenses, and assets, to develop personalised retirement plans that align with their goals and lifestyle expectations.

Retirement Planners may offer guidance on pension options, superannuation contributions, and tax implications, ensuring clients are well-prepared for a secure and comfortable retirement.