Australia
Financial Planner Salary in Traralgon, Victoria
$44K
20% Low Band Avg
AUD $63K
Average
$82K
80% High Band Avg
- Commission: 18K
Salaries based on experience level
The Average Entry Level salary of Financial Planner in Traralgon, Victoria is AUD $47K/yr, this salary increases 33% to $63K/yr when reach Mid Level Career.
From Mid to Senior Level the average salary increases 30% from $63K/yr to $82K/yr.
Salary Compared to Australia National Average Salary
- Financial Planner in Traralgon, Victoria Salary
- vs
- Financial Planner in Australia Salary
The Average Salary of Financial Planner in Traralgon, Victoria is $63K/yr. This is -17% lower ($-13,778) compared to Australia national average salary of $76K/yr.
Salary Compared to Traralgon City Average Salary
- Financial Planner in Traralgon, Victoria Salary
- vs
- Traralgon, Victoria City Average Salary
The Average Salary of Financial Planner in Traralgon, Victoria is +17% higher (9,596) than the average salary for the city of Traralgon, Victoria $53K/yr.
Financial Planner job description
Job Title: Financial Planner
Overview/Summary of the Role:
A financial planner is a professional who offers advice to clients on investment, tax, insurance, and retirement planning. They work with individuals, families, and businesses to help them reach their financial goals by developing a comprehensive financial plan that takes into account their current financial situation, future goals, and risk tolerance.
Responsibilities and Duties:
- Meet with clients to understand their financial situation and goals
- Develop a comprehensive financial plan that outlines steps to reach clients' goals
- Recommend investment strategies, insurance plans, and tax-saving measures to clients
- Regularly review and adjust clients' investment portfolios based on market conditions and clients' changing needs
Financial Planner interview questions
Interviewer: Good morning, it's great to have you here today. Can you please tell us a bit about your background and experience in financial planning?
Candidate: Hello, it's great to be here. I have a degree in finance and have been a financial planner for the past 5 years. During this time I have helped clients with retirement planning, investments and risk management.
Interviewer: Can you tell us about your approach to financial planning?
Candidate: My approach is to really get to know my client's goals and objectives, so that I can help them create a personalized plan. This includes analyzing their finances, setting up a budget, and selecting the right investment products that align with their risk tolerance.
Interviewer: Have you ever dealt with a difficult client? How did you handle the situation?
Candidate: Yes, I have dealt with difficult clients in the past. I try to understand their concerns and find out what their expectations are. Then, I try to find ways to address their concerns and come up with a solution that meets their needs.