Financial Planner
About this job
Financial planners assist people dealing with various personal financial issues. They are specialised in financial planning, such as retirement planning, investment planning, risk management and insurance planning, and tax planning. They advise a strategy tailored to the client's needs. They ensure the accuracy of bank and other financial records while maintaining a customer-orientated approach and following ethical standards.
Scope note: Includes wealth advisers
Also known as
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Related qualifications
Bachelor of Business Administration
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Bachelor of Business Administration
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