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Financial Planner (Not-for-Profit & Charity Community Justice Organisation)

Diverse Communities & Social Services (DCSS Australia) | Community Justice & Social Services Charity
Logo for Diverse Communities & Social Services (DCSS Australia) | Community Justice & Social Services Charity

Tasks and duties

  • Analysing and understanding a client’s current situation, and actioning, scrutinising and monitoring investments on their behalf.
  • Making recommendations with regards to investments, superannuation and retirement planning.
  • Helping clients to manage and invest their money to help them meet their financial objectives.

Financial Planners educate their clients on a broad range of issues and act in their clients’ best interest at all times.

Many Financial Planners decide to specialise and focus their practice in particular areas, such as superannuation, tax planning or debt management.

You can not apply for this role as it is no longer available.