Financial Planner Jobs Profile in Australia
A Financial Planner provides expert advice on matters of personal finance to clients. It is the role of a Financial Planner to consider a client’s situation in depth in order to produce solutions that meet the needs of individual clients. Some Financial Planners specialise in insurance planning or retirement planning, amongst many fields of specialty.

Financial Planners are required to:

  • discuss goals with clients, both short and long term
  • gather relevant information on the client, both financial and non-financial
  • analyse client information in order to construct a financial plan
  • allocate resources towards meeting financial plan goals
  • monitor client progress

ISMYCV can help you create an outstanding Financial Planner cover letter and resume.

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