This program is approved by the Financial Adviser Standards and Ethics Authority (FASEA) and will equip you with the education requirements to practice as a qualified financial adviser.

We’ve worked closely with industry to develop our course content, and regularly consult with FASEA to ensure your Graduate Diploma meets the most up-to-date industry standards.

Our Master of Finance (Financial Planning) is best suited to new entrants with a non-relevant degree.*

Depending on your previous qualification/s, you may also be eligible to apply for credit or Advanced Standing, which means you could potentially finish your degree sooner, saving you both time and money.

If you do not meet the entry requirements for the master’s program but have industry experience in a related financial services role, you can use our Graduate Certificate in Financial Planning as a direct entry pathway.

Careers to consider include:

• Client relationship manager: proactively engage clients by providing high value, holistic and strategic financial advice; identify opportunities to build new client relationships and strengthen existing ones; research the latest products and regulations; and focus on delivering a high-quality customer experience.
• Estate planner: provide clients with legal, financial and accounting advice to ensure long term financial protection of their estate during life and post-mortem; help ensure any assets are dispersed according to the wishes of the deceased in an effective way; and develop estate plans which may include preparing wills, life insurance, family trusts and manage tax implications for beneficiaries.
• Insurance broker: research and review available finance and insurance products to meet client requirements; arrange insurance, home loan mortgages and other types of finance for clients through banks, lenders, financiers and insurance companies; help clients understand insurance policy conditions, risks, premium rates and benefits; prepare reports for underwriters and liaise with other insurance professionals.
• Investment adviser or manager: develop financial plans and investment strategies for individuals and organisations; monitor investment performance and review investment plans based on needs and changes in the market; buy and sell stocks and bonds for clients; and provide advice on tax implications, securities, insurance cover, pension plans and real estate.
• Qualified financial planner or adviser: help clients to meet short-term and long-term financial goals; assist with legal and financial documents, financial laws and regulatory requirements; provide advice on personal investments and security planning, estate planning, tax planning, employee benefits planning and insurance planning; and deliver a high-quality customer experience.
• Superannuation consultant: provide compliant financial advice in areas such as personal and business superannuation, retirement income stream products, pensions rollovers and annuities; interpret new legislation changes and consider the impact of those changes on the portfolio of funds, help clients understand merits of Self Managed Superannuation Funds (SMSF), and develop retirement plan strategies.
• Wealth manager: deliver holistic wealth management strategies and plans to help clients grow and sustain long-term financial goals; provide services across a range of areas including financial planning, investment management, and financial advice on pensions, trusts, inheritances, estate planning, retirement planning, and tax bands; and possess knowledge of software solutions and key platforms in the industry.

Professional accreditation and recognition

The Master of Finance (Financial Planning) is a Financial Adviser Standards and Ethics Authority (FASEA) approved program.