How do I become a financial planner in Australia?
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How do I become a financial planner in Australia?

Published: Sep 30, 2025

To become a financial planner in Australia, complete an approved degree, pass the national Financial Adviser Exam, finish a 1600-hour Professional Year, and be listed on the ASIC Financial Adviser Register. You must meet annual CPD and the Code of Ethics. International graduates can gain local experience on the Temporary Graduate Visa 485.

The approved degree must meet Australia’s Financial Adviser Standards. After passing the exam, new entrants complete a supervised Professional Year before being authorised by an Australian Financial Services Licence holder and added to the ASIC Financial Adviser Register. You will then maintain CPD and follow the Code of Ethics set in law.

  1. Complete year 12 or a vocational course
  2. Get an accredited bachelor’s degree
  3. Gain a year’s professional experience 
  4. Pass the financial planner exam

International students should choose CRICOS-registered programs and plan for post-study work. Many graduates use the Temporary Graduate Visa 485 to gain experience, with later options through skilled or employer-sponsored visas depending on the occupation list and state nomination.

Understand the Temporary Graduate Visa 485 and explore related study options via business and management courses in Australia.

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