Financial Planner
Financial planners develop and implement financial plans for individuals covering all areas of finance, including taxation, retirement, superannuation, insurance and estate planning.
Financial planners may perform the following tasks:
- interview clients to determine their financial status and objectives, discussing financial options and developing financial plans and investment strategies
- monitor investment performance, and review and revise investment plans based on changes in the market
- arrange to buy and sell stocks and bonds for clients
- advise on investment strategies, sources of funds and distribution of earnings
- set financial objectives, and develop and implement strategies to achieve them
- assist in meeting superannuation compliance requirements
- direct the collection of financial, accounting and investment information and the preparation of budgets, reports, forecasts and statutory returns.
Specialisations:
Stockbroker
A stockbroker buys and sells stocks and bonds on behalf of clients.
Personal Requirements:
- good communication skills
- able to work under pressure
- aptitude for research
- good with numbers
- analytical and planning skills
- interested in the financial market.
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