南澳大学

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.

Explore an exciting career in a dynamic and growing area of the financial services industry with one of the first bachelor programs in Australia to meet new education requirements.

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

What is a financial adviser?

Financial advisers assist clients to build and manage their personal wealth, tax, financial risk and spending over their lifetimes. They consider a number of factors such as current wealth, income and lifestyle aspirations, and develop plans so their clients can reach short and long-term financial goals.

With a strong practical focus and access to state-of-the-art technology, you will further your skills in preparing detailed financial plans and documentation which meet legal and regulatory requirements.

What you'll learn

You will start with core courses in areas such as analytics, accounting and economic theory. These will give you a solid grasp of business fundamentals that you can apply to a range of careers.

In your specialisation you will develop your expertise across areas such as tax, personal finance, superannuation, insurance, relevant legislation, regulations and codes of practice, as well as building and managing client relationships – a critical focus area for future financial advisers.

You will study estate planning and compulsory courses that have been outlined in FASEA’s education requirements including ethics and professionalism, and financial advice regulatory and legal obligations. In your final year, you will also develop and present a detailed statement of advice (SOA) – a comprehensive document financial advisers provide to clients based on their needs and goals.

This program is approved by FASEA which means it provides you with the essential education requirements to practise as a qualified financial adviser after graduation.

3+1 Pathway to Masters

Want to gain a postgraduate degree with just one extra year of study? You can package the Bachelor of Business (Financial Planning) with the Master of Professional Accounting degree and graduate with two qualifications in just four years with our 3+1 Pathway to Masters program. This unique offering allows you to fast-track your studies, develop greater expertise and broaden your career opportunities. You will study a three-year bachelor's degree and a one-year master’s degree (typically two years) in four years by using your undergraduate courses or electives.

Pathways

There are other pathways you can follow to study this degree, including:

SAIBT Diploma of Business - if you complete this two year Diploma, you can apply to enter the 2nd year of this degree