Accredited courses from leading Australian universities, TAFEs and colleges
Qualification Level
Accredited courses from leading Australian universities, TAFEs and colleges
A Financial Planner gives advice on money to individuals and businesses. They look at each client’s finances and build a plan to meet their goals. This role is regulated by ASIC under the Corporations Act 2001.
To work as a Financial Planner, you need an approved degree (AQF 7 or above). You must also finish a professional year and pass the ASIC exam. After that, you join the Financial Advisers Register. Most planners then work under an AFS licensee.
Planners advise on investing, super, retirement, estate planning and tax. They often work with accountants, lawyers and mortgage brokers. The CFP title, offered through the FAAA, is the top credential in the field.
Demand for financial advice is set to grow as more Australians face complex money choices. The role pays well, with average wages of $125,000 to $140,000 per year (SEEK, 2026). It is one of the better-paid careers in Australian finance.
Laura Atkinson is an Account Management and SEM specialist at Course Finder Group with six years' experience in the Australian education sector. She works day to day with universities, TAFEs and independent training providers, which gives her a close view of how courses map to real career outcomes. She writes practical guidance on career pathways, choosing the right qualification and what to expect when moving into a new field.
