Browse Financial Planning & Insurance & Superannuation Jobs

Financial Planner

• A financial Planner provides financial advice to clients covering all areas of finance, including taxation, retirement, redundancy, superannuation, insurance and estate planning.
• Financial planning is the task of determining how a business will afford to achieve its strategic goals and objectives.
• Tasks may include retirement planning, superannuation, taxation, debt management, insurance and risk, estate planning, managed investments, securities and futures markets.
• Financial planners may also specialise in such areas as: ethical investments, loans and mortgage advice, taxation advice
• The Financial Plan describes each of the activities, resources, equipment and materials that are needed to achieve these objectives, as well as the timeframes involved.
• Financial planners need to assess the business environment and confirm the business vision and objectives
• Identify the types of resources needed to achieve these objectives and quantify the amount of resource (labor, equipment, materials) needed.
• Calculate the total cost of each type of resource and summarize these costs to create a budget. In addition they need to identify any risks and issues with the budget set.