Key Benefits

TPB approved course

This course meets the Tax Practitioners Board (TPB) education requirements.

Nationally recognised

The Tax Financial Adviser course is made up of units that fall under the Australian Qualifications Framework. This means you may be able to use your course results to help you gain entry to a higher education course.

Course Accreditation

The Tax (Financial) Advisors Course is nationally recognised as the FNSSS00006 Commercial Law for Tax (Financial) Advisors Skill Set.

In total, you need to complete the following two units of competency in order to become a registered Tax (Financial) Adviser. The units of competency in this course are under the Australian Qualifications Framework (AQF):

Module 1

Australian Taxation Law


Module 2

Commercial Law



Course Assessments

The experts who design and deliver our courses (click back to Course trainers to meet some of them) have developed an assessment framework that’s uniquely designed to help you gain a deep understanding of the material. They’ll give you the kind of knowledge and skills you can use in the real world as a business operator or manager. Assessment formats include:

If you wish to complete the Tax (Financial) Adviser certification, you’ll need to complete the additional exams to meet the TPB requirements.

The Tax (Financial) Adviser exams are quizzes and short response written exams. There is an exam for both Australian Tax Law and Commercial Law. These must be completed under independent supervision.

Career Opportunities

The financial planning industry continues to grow as consumers seek trusted advice to help with their financial plans. It is a diverse industry involving advice across a range of areas including investments, insurance, superannuation, and much more.

Completing a Tax (Financial) Adviser accreditation stipulated by the Tax Practitioners Board (TPB) will be an industry-standard going forward.  All aspiring advisers should seek to attain this qualification as part of their professional education pathway.

Because tax is so detailed and complex, it is no surprise clients continually seek accurate and timely trusted advice about their financial plans from advisers, and this includes the tax considerations that go along with such plans. Click here to ascertain if you need to do the course.


Once you’ve completed this short course, you can then go on to study a Diploma of Financial Planning or the Advanced Diploma of Financial Planning. The units you undertake in this course will help prepare you for the tasks and assessments you’ll do as part of the Diploma or Advanced Diploma. Learning about tax law and commercial law will also give you a fresh perspective on the real-world practice topics you study next.

Entry requirements

There aren’t any formal prerequisites. But to make sure you get the most out of training with us, the following enrolment process applies:

What equipment will I need?

You will need access to the following equipment to successfully complete the course:

It’s also ideal to have a financial calculator on hand.

Am I eligible for recognition of prior learning or credit transfer?

We may be able to take into account relevant knowledge and skills you’ve gained through previous formal or informal training, education and employment. To find out more, refer to our Student Information handbook by clicking here, or get in touch with one of our friendly Course Consultants.

Please note this course uses a clustered unit delivery model so please speak to a Course Consultant about how this could affect any RPL or CT granted.

Course Topics

Module 1

Australian Taxation Law

Module 2

Commercial Law

Course Duration

What is the average course completion time frame?

This course is designed to be completed within 12 months.

Students who are highly motivated and well organised can complete the full course at an accelerated pace.

The key factors that influence course completion are a student’s experience, time availability, how fast they work and how committed they are!

How it works

Study online. With a difference.

You’ll get:

How does it work?

This course has been developed to give you absolute flexibility. Study on your couch, on public transport, on your break at work, out in the park – wherever and whenever you like. The best part is, with Monarch Institute, ‘online’ doesn’t mean ‘alone’. You’ll be backed by our trainers at every step along the way.

What support will I get?

Your trainer will be happy to contact you via phone, Skype, Zoom, TeamViewer, or email (Monday to Friday, 9am to 5.30pm). So you definitely won’t feel alone. You’ll also have access to our student Facebook groups, so you can discuss the material with other students. It’s a handy way to stay in touch with trainers and others in the same course.

Do you offer corporate workshops?

Yes. We’re the corporate training partner of choice for several large organisations. Our trainers can also conduct onsite training for groups of six staff or more. Corporate workshops can be scheduled for any location in Australia. Got a new satellite office with staff in need of training? Running a training retreat in an idyllic location (yes please!)? Our trainers can be there.

Corporate workshops are tailored to your organisation’s needs. Get in touch with our friendly course consultants for more information.

Course Price

$1,050 (total)

Payment options include electronic funds transfer (EFT), credit card (MasterCard or Visa), cheque, or cash.


*Fees and units are subject to change.

Meet your trainers

Industry experts and thought leaders
Helen Russo
"Together, we can change the world”
– Akiroq Brost

During my 20 years in the financial advice industry, I’ve had a number of diverse roles including corporate super at NSP Buck, workplace financial planning with private clients at MLC, and professional and business banking with Macquarie. I set up and ran an Australian Financial Services License for an accounting firm.

In 2012 I co-authored and delivered a business succession insurance training program for financial planners and accountants for the Business Risk Institute of Australia.  In 2013 I established my own practice, Encompass Wealth – Financial Life Planning. We specialise in holistic life planning, focusing on the broader context of a client’s life rather than just the numbers. This means integrating clients’ values, vision and wealth.

In March 2017 I was appointed Director at CLIME Private Wealth where I use my experience, technical knowledge and coaching abilities to provide advice to baby boomers transitioning into their version of retirement.

What makes me jump out of bed each morning?

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

Ben Dascal
"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.

Adrian Shaw
Adrian Shaw
"To handle yourself, use your head; to handle others, use your heart"
– Eleanor Roosevelt

Drawing on nearly 20 years’ experience in the financial services sector, I lecture in Investments and Financial Services at the University of New England (UNE) and work with businesses to enhance the way they get things done. As subject coordinator for UNE, I recently developed the first Financial Services Simulator in Australia, and post-graduate subject offering students practical, real-world experience.

I’ve also worked with law firms, financial service providers, accountants and bookkeepers helping them streamline business operations and improve client experience.

What makes me jump out of bed each morning?

My dog and the desire to help my Monarch students!

Janine Cini
"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
"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 and law. 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 three children 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 children, and I’m a mad (suffering) Carlton supporter.

Any questions? Ask away!

Tax education.
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Tax (Financial) Advisers Course

FNSSS00006 Commercial Law for Tax (Financial) Advisers Skill Set. No longer taking enrolments

  • Get everything you need to gain your accreditation
  • Become a tax financial adviser
  • Fit your study around work and personal commitments
Click to expand
Duration Up to one year
How it works Study online. With a difference.
Price $1,050
Career opportunities Tax adviser
Course topics Two modules
Units Two units | Nationally recognised
Course trainers Industry experts and thought leaders
Pathways FNS50615 Diploma of Financial Planning | FNS60415 Advanced Diploma of Financial Planning
Entry requirements No formal prerequisites | RPL available | Some equipment needed
Assessments Short response written exam | Quizzes
Start date No longer taking enrolments
Get in touch about enrolling
Payment Options There are two ways you can pay for your course...
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