Financial Planner
Role description
provides advice to clients on how to achieve their financial objectives by imparting comprehensive planning and transactional services without offering recommendations. Financial planners work in large investment or insurance firms, or work independently and the role is similar. Discuss many personal finance topics with their clients including debt management, estate management, savings objectives and strategies, distribution tactics, and personal budgeting.
Role skills
Qualifications
Bachelor of Business/Commerce (Financial Planning)