Transform Your Career with Elliot Watson Financial Planning
Your Gateway to a Rewarding Financial Career
Are you a young professional eager to carve out a successful and rewarding career in the financial planning industry? Or perhaps you’re a student studying financial planning, considering your future careers, and looking for the best place to start your journey.
At Elliot Watson Financial Planning, we offer a unique program and opportunity to learn from seasoned experts, gain hands-on experience, and build a career path that makes a real difference in people’s lives.
Why Elliot Watson Financial Planning?
At Elliot Watson Financial Planning, we recognise that financial planning is a demanding field that requires dedication, skill, and expertise. That’s why we offer performance-based benefits that ensure that your hard work and success is rewarded. Our Elliot Watson Financial Planning program ensures that you gain practical knowledge and real-world skills that are crucial for success in the financial planning field.
Learn from Industry Leaders
Joining Elliot Watson Financial Planning means you’ll be working alongside some of the most experienced and respected professionals in the industry. Our team of seasoned experts are committed to mentoring and guiding you through every step of your career. This invaluable exposure to industry leaders will equip you with the knowledge and skills necessary to excel in the financial planning sector.
Hands-On Experience
We believe that one of the best ways to learn is by doing. At Elliot Watson Financial Planning you’ll be gaining hands-on experience. You will have the opportunity to work on client cases, participate in strategic planning sessions, and see the tangible impact of your work. This practical experience is crucial in building your confidence and preparing you for a successful career.
A Path to Professional Growth
At Elliot Watson Financial Planning, your career development is our priority. We provide a clear and structured career path that allows you to grow and advance within the company. From continuous learning opportunities to support for further studies, we ensure that you have all the tools you need to achieve your professional goals. With us, you can build a long-term career that is both rewarding and fulfilling.
For Aspiring Financial Advisers
Whether you’re at the beginning of your studies or have recently graduated, Elliot Watson Financial Planning offers a unique opportunity to kickstart your career in financial planning. Imagine a job where every day you are helping clients secure their financial future, making a real difference in their lives. This is the impact you can have as a financial adviser at Elliot Watson Financial Planning.
Education Requirements
A solid educational foundation is critical for success in financial planning. The industry requires an approved degree in financial planning by the FAS (Financial Adviser Standards). Detailed information about the financial adviser standards can be found here. Alternatively, if you hold a degree in a related field, you can qualify by completing additional financial planning industry studies. We are committed to maintaining high educational standards to ensure our advisers provide the best advice to clients. If this sounds like your ideal career and you are not sure where to start, visit this ASIC website to see the approved FAS degrees and start there. In the meantime, apply for a role with Elliot Watson Financial Planning through our careers page and gain insight and experience while studying!
Professional Year
Once you have completed or are nearing the completion of your approved degree, your journey to becoming a qualified financial adviser includes a 12-month professional year across the industry, divided into four quarters. Each quarter is meticulously designed to develop your skills and knowledge progressively. By the end of this year, you will be proficient in delivering high-level, compliant advice. This structured program ensures you are well-prepared to meet the demands of the industry.
FASEA Exam
Ethics and compliance are cornerstones of our profession. During your professional year, you will be required to pass the Financial Adviser Standards and Ethics Authority (FASEA) exam. This exam tests your understanding of ethical principles, ensuring that you can provide advice that is both compliant and in the best interests of your clients. Passing this exam is a key milestone on your path to becoming a trusted financial adviser.
Authorised Adviser
Upon successfully completing your professional year and passing the FASEA exam, you will become an authorised adviser at Elliot Watson Financial Planning. This qualification is a testament to your dedication, hard work, and commitment to excellence. As an authorised adviser, you will be fully equipped to offer expert financial advice and make a significant impact on your clients’ financial well-being.
Start Your Journey with Elliot Watson Financial Planning
At Elliot Watson Financial Planning, we are dedicated to helping aspiring financial advisers like you achieve their career dreams. With our performance-based bonuses, and commitment to professional growth, you will have everything you need to succeed. Take the first step towards a rewarding and lucrative career in financial planning by joining our team.
Your future at Elliot Watson Financial Planning awaits! Contact us today to learn more about the opportunities available within our PY Program.