Occupation

531932 Paraplanner

Latest release

Consultation draft: Australian and New Zealand Standard Classification of Occupations (ANZSCO)

Reference period

July 2024

Released

25/07/2024

Next release Unknown

First release

Provides administrative and client services assistance, and performs financial planning and analysis for Financial Advisers and planners.

This occupation has a skill level corresponding to the qualifications and experience below.

Skill Level 2: AQF Associate Degree, Advanced Diploma, Diploma, or at least three years of relevant experience

Assists with financial advice strategy development and the preparation of legally compliant advice documents
Uses financial planning software programs and maintains client records
Researches, compares, sources quotes, and selects appropriate financial products
May develop financial projections and modelling of client circumstances
May coordinate and take notes in client meetings, and respond to client queries

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