Industry insights

Financial planning industry insights

Employment/positions projection 22% growth to 2020
Earnings (Average full time earnings) $1,701 per week
Full time vs part time 85.3% full time

Financial Planning – A growing industry

The financial advice industry is in the midst of a revolution. Technology is changing the way clients get advice. There’s a trend towards online advice; it’s more accessible and affordable for lots of clients. More and more practices are using software to manage each part of the client advice journey. For example, around 70% of advice practices in Australia use XPLAN, including many of the major banks. Client expectations and needs are evolving. You need to graduate ready to meet those needs.

Your future in financial planning starts now. Get qualified for one of the thousands of job openings in financial advice each year. Or take your career to the next level and specialise in a specific type of advice. Whatever path you’re on, you’ll love where studying with Monarch Institute takes you.

 

 

 

Sources: lmip.gov.au, joboutlook.gov.au

Meet your trainers

You'll be guided and supported by experts and thought leaders
Lauren Davis
Trainer
"When everything seems to be going against you, remember that the airplane takes off against the wind, not with it."
– Henry Ford

I’m a qualified financial planner with 15 years’ experience in the financial services industry. I have worked as a financial planner for a small business, as well as running my own business. In the past I’ve also worked for one of the big four banks. I know what it takes to support new starters; I’ve also worked in marketing and supporting other financial advisers to run and grow their own businesses.

What makes me jump out of bed each morning?

Coffee and my much-loved Cavoodle, Henry, ready for his morning walk. I enjoy going out for brunch, watching movies, and watching any sport I can, in particular my beloved Carlton Football Club.

Helen Russo
Trainer
"I can’t change the direction of the wind, but I can adjust my sails to always reach my destination"
– Jimmy Dean

In the past 17 years I have been afforded the opportunity to work with many different clients and their situations and in a variety of roles: NSP Buck (corporate superannuation), MLC Advantage (workplace financial planning), Macquarie Bank (professional and business banking), and accountancy practices. And in the past four years, my own business. I have previously successfully applied for and run an AFSL for three years as a key person and responsible manager.

What makes him jump out of bed each morning?

My family! And the ability to make a difference in someone’s life – love working with people!

Ben Dascal
Trainer
"Whether you think you can or you think you can’t, you’re right."
– Henry Ford

I am a qualified financial planner holding a tertiary qualification in financial planning, as well as being a Certified Financial Planner (CFP®). I’ve worked as a financial planner for an Australian bank for over two years. Before that, I worked for over seven years as an associate adviser for another financial planning company.

What makes me jump out of bed each morning?

I enjoy catching up with friends, going for walks with my wife and following the North Melbourne
Football Club.

Janine Cini
Trainer
"The only way to do great work is to love what you do."
– Steve Jobs

I’m known as a bit of a superannuation guru here at the Monarch Institute office. I’ve got 30 years of experience in the financial services sector. I’ve worked in underwriting, corporate superannuation fund portfolios, business analysis, and self-managed superannuation funds.

I have undertaken a variety of roles, mostly within large corporations, but also with a number of small businesses. I’m passionate about sharing my knowledge and experience in Monarch Institute’s student contact hours here in Melbourne.

What makes me jump out of bed each morning?

It’s all about balance and fitting as much into the day as possible. If the sun is shining an early morning horse ride is a must. A good balance of work to stimulate the mind and Pilates to keep in shape. And never a dull moment with three children and a close family living nearby.

Josh Wilson
Trainer
"Limitations live only in our minds. But if we use our imaginations, our possibilities become limitless."
– Jamie Paolinetti

I am a qualified financial planner with tertiary and vocational qualifications in financial planning. I’ve had 17 years of experience in the financial planning and wealth management industry. I have worked as a financial planner for a large Australian bank and boutique wealth management firm for over 10 years, and prior to that, as a fund accountant for a London-based asset manager.

What makes me jump out of bed each morning?

I am usually woken up by my two girls first! I get excited to see my heirloom tomatoes growing strongly in spring. I love cooking at home on the weekend, hanging out in the park with my wife and two girls, and I’m a mad (suffering) Carlton supporter.

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Financial advice has the power to transform lives. As an adviser, you can help protect families, grow wealth, and give people the retirement they deserve. Now’s the time to step up and learn how to provide the advice that Aussies need to get ahead financially.

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You deserve to learn from experts who are just as committed to the financial planning profession as you. Monarch Institute was founded by experienced financial advisers who wanted to show students what it’s actually like to practice in the real world. In other words, not just the theory. Courses are developed with an industry advisory council including recognised thought leaders. Like Dr Jenny Diggle, who’s just been appointed to ASIC’s Financial Services and Credit Panel.

Need your full RG146 compliant qual? Want to specialise in one area of advice? Monarch Institute delivers nationally recognised qualifications, taught on your terms. Fit your professional development in to your busy schedule, confident that you’ll be supported by your trainers every step of the way. It’s just one part of our commitment in helping you smash your career goals.

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