Career - Financial Planner

Financial Planners will Interview clients to determine their financial status and objectives, discussing financial options and developing financial plans and investment strategies and will monitor investment performance, and review and revise investment plans based on changes in the market. They will arange to buy and sell stocks and bonds for clients and advise on investment strategies, sources of funds and distribution of earnings. They will set financial objectives, and develop and implement strategies to achieve them and also assist clients in meeting superannuation compliance requirements. They will direct the collection of financial, accounting and investment information and the preparation of budgets, reports, forecasts and statutory returns.

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