financial-planner How to Become A Financial plannerIn Australia | Career Pathway

Career options after course completion

As stated earlier, a financial advisor can be employed by businesses, banks, financial institutions, multinational corporations, insurance agencies, stocks and security agencies etc. The nature of work will primarily be dealing with the finances of the company or its clients or both and advising them in optimizing the expenses to increase revenue. Broadly, the following will be your duties and responsibilities at your job. 

  • Educate clients on the company’s services
  • Manage the funds, investments and portfolio of the company or clients
  • Helping clients set and achieve their financial goals
  • Suggest right investment options or invest on the company or client’s behalf
  • Optimize revenue by minimizing the risks 
  • Provide right financial advice as per the changing needs of business
  • Research on new investment opportunities
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