Financial planning is a career on the rise.
An ever increasing demand for qualified planners, coupled with a move to higher educational and professional standards, means its an exciting time for those just starting out – and those who’ve been in the business for years.
August 21-27 is Financial Planning Week. This year’s theme ‘Live the Dream’ highlights the way financial planners can help all Australians to live a life without regrets.
We spoke to three financial planners to get their views on this – and why financial planning might just be a career dream too.
Neil Kendall, Managing Director, Tupicoffs
Neil Kendall is passionate about financial planning because it’s a distinct opportunity to make people’s lives better.
“You get to work with people over a long period of time and see the results you achieve as you go,” he explained.
Mr Kendall, also the chair of the Financial Planing Association Board, has seen the industry evolve