Tipo de institución: Universidad/Institución de Educación Superior Nivel: Graduado CRICOS: 00213J
The financial planning profession helps individuals, families, and organisations to manage their financial affairs and meet their financial goals. Financial planners (also known as Financial Advisors) assist their clients to set their financial goals, prepare financial plans and implement recommendations. They also provide advice on: cash flow and liability management, retirement, investment, tax and estate planning, risk management and insurance planning.