ROAN FINANCIAL Pty Ltd

Career in Financial Planning

Financial planning covers a wide range of important financial considerations including setting financial goals, savings and investments, managing debt, budgeting, tax planning, guarding against risks, and estate planning – issues that are central to everyone’s financial well being. And only a financial planner can really advise on a person’s overall financial needs.

Financial planning is a highly regulated industry, particularly when it comes to providing financial advice to the public. For those offering advice that could influence a client's decision to purchase a financial product, the Corporations Act 2001 requires you to hold an Australian Financial Services License (AFSL) or be authorised as a representative of an AFSL, unless covered by an exemption.

If you are interested in a career in financial planning please click on the links below:

Guide to becoming a Financial Planner

Entry Pathways to the CFP® Certification Program

Financial Planning Association of Australia (FPA)

You must have Adobe Acrobat Reader version 5.0 or higher installed on your PC in order to download and print the following documents and forms. If you do not have Adobe Acrobat Reader version 5.0 or higher, you may download a copy from Adobe's web site.

CFP^®, CERTIFIED FINANCIAL PLANNER™ and are certification marks owned outside the U.S. by the Financial Planning Standards Board Ltd. Financial Planning Association of Australia Limited is the marks licensing authority for the CFP Marks in Australia, through agreement with FPSB.