Financial planning profession helps people and businesses to manage their financial affairs and meet their financial goals. Financial planners assist their clients to set their financial goals, prepare financial plans and implement recommendations. They provide advice on: cash flow and liability management; retirement, investment, tax and estate planning; and risk management and insurance planning.

In this course, you will build technical skills to provide effective, holistic solutions to complex and unpredictable financial problems. You will also develop superior communication skills in order to understand your clients’ needs and communicate effectively, ethically and professionally with your clients.

In your discipline units you will gain expertise in the fields of taxation, cash flow modelling, superannuation, insurance and investment planning to suit a diverse range of clients and contexts.

Real-world learning

We will provide you with opportunities to engage with real-world financial problems throughout your degree. You will conclude your degree with a capstone unit, financial plan construction, where you will engage with real-world clients to develop an understanding of their financial planning needs and create a financial plan for the clients.

Career Outcomes

Professional recognition

Graduates who complete the financial planning major will meet the education requirements to seek membership of the Financial Planning Association of Australia (FPA). Graduates will also be ready to participate in the educational qualifications and standards framework set by the Financial Adviser Standards and Ethics Authority (FASEA), which will be required before being able to provide personal financial planning advice to retail clients.

Possible careers

• Financial Advisor
• Financial Planner
• Investment Manager
• Superannuation Advisor