Accredited courses from leading Australian universities, TAFEs and colleges
Qualification Level
Accredited courses from leading Australian universities, TAFEs and colleges
A paraplanner is a technical specialist who supports licensed financial advisers in building compliant, evidence-based plans. The role centres on financial analysis, meeting legal standards and writing clear documents. Paraplanners are essential to the delivery of quality financial advice.
Core tasks include gathering and analysing client data, preparing Statements of Advice and modelling financial strategies. These strategies cover super, investment and insurance. Skill in platforms such as Xplan or AdviserLogic is expected by most employers. Paraplanners must also stay current with the Corporations Act 2001 and ASIC standards.
The role is closely linked to the financial adviser pathway. Many paraplanners complete a Professional Year and pass the ASIC Financial Adviser Exam to gain full adviser status. This makes paraplanning a demanding role with strong career growth potential.
Salaries range from $90,000 to $105,000 a year on average (SEEK, June 2026). Roles are full-time and permanent, based in planning firms, wealth managers and banks. Demand keeps growing as the need for financial advice expands across Australia.
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.
