Financial Planners wanted in Oz

[Ferrari]

It has come to my attention that AXA are looking to employ Financial Planners in Australia and are looking toward the SA shores for possibilities.

I have obtained the following contact detail:

Alan Mckay:

Tel: +61 3 96163664

Mob: +61 4 12367826

email: alan.mckay@axa.com.au

Good luck!

[Ferrari]

Howdy from Down Under,

Please note that the info I had received regarding the contact detail was not 100% correct!!

I apologise to all who have sent emails to Allan and had their emails bounce back - the correct address is:

allan.mckay@axa.com.au

Good luck!

[Ollie]

Hi,

Ek het toe gereageer dankie. Ongewlukkig het ek 7 jaar ondervinding in die versekerings bedryf, en hulle soek iemand met 5 jaar ondervinding in 'n spesifieke area. Ek sal aanhou soek.

Ollie

[Ziggy]

Ja, dis snaaks dat hulle mense in die buiteland werf, maar inhuis is jy of oor gekwalifiseerd of met geen Ausie ondervinding nie. Common Wealth Bank het ook in die jaar in SA gaan werf...maar hier is dit 'n ander storie...miskien is ek nou te dik en bles, wie weet...?

Was 'n Finansiële Adviseur van 1996 tot 2001, ILPA(CFP) en die works, het in NZ gewerk as Beleggins Adviseur, voordat ek vir 'n paar jaar eiendommme verkoop het.

Nou wil die ouens my nie eers 'n traineeship gee nie, want almal is te bang dat jy net 'n rukkie gaan werk en dan aanbeweeg na "groener" weivelde. So tans swot ek maar weer Diploma in Finansiële Dienste, maar ek doen dit met 'n swaar hart, want die terugvoer sover tel nie in my guns nie, nou net weer 'n "Dear Johnny" gekry....

So sterkte Ollie

[die vandermerwes]

Ja, dis snaaks dat hulle mense in die buiteland werf, maar inhuis is jy of oor gekwalifiseerd of met geen Ausie ondervinding nie. Common Wealth Bank het ook in die jaar in SA gaan werf...maar hier is dit 'n ander storie...miskien is ek nou te dik en bles, wie weet...?

Was 'n Finansi�le Adviseur van 1996 tot 2001, ILPA(CFP) en die works, het in NZ gewerk as Beleggins Adviseur, voordat ek vir 'n paar jaar eiendommme verkoop het.

Nou wil die ouens my nie eers 'n traineeship gee nie, want almal is te bang dat jy net 'n rukkie gaan werk en dan aanbeweeg na "groener" weivelde. So tans swot ek maar weer Diploma in Finansi�le Dienste, maar ek doen dit met 'n swaar hart, want die terugvoer sover tel nie in my guns nie, nou net weer 'n "Dear Johnny" gekry....

So sterkte Ollie

Hi Ollie.

Ek werk tans as n finansiele adviseur. Jy se dit is maar taai om in AUS werk te kry as een. My vrou en ek is so halpad met ons Visa en hoop om oor 8 maande daar te wees. Ek het gehoop om sommer dalk vroer te kyk of ek n job kan kry en vroer gaan, maar lyk my nie dit gaan die antwoord wees nie. Dink jy n ou moet maar in n ander rigting kyk as fin adviseur. Ek het n bemarkings diploma en baie sales ondervinding so n ou sal seker iewers kan reg kom met sales werk. As jy van iets weet laat tog weet en ek sien uit na jou terugvier.

Cheers

Mark

[JDJoburg]

Hi Ollie.

Ek werk tans as n finansiele adviseur. Jy se dit is maar taai om in AUS werk te kry as een. My vrou en ek is so halpad met ons Visa en hoop om oor 8 maande daar te wees. Ek het gehoop om sommer dalk vroer te kyk of ek n job kan kry en vroer gaan, maar lyk my nie dit gaan die antwoord wees nie. Dink jy n ou moet maar in n ander rigting kyk as fin adviseur. Ek het n bemarkings diploma en baie sales ondervinding so n ou sal seker iewers kan reg kom met sales werk. As jy van iets weet laat tog weet en ek sien uit na jou terugvier.

Cheers

Mark

Hallo Mark

Ek is 'n CFP van Johannesburg en is besig met 'n 176 Visa om Sydney toe te gaan - NSW staat is op soek na gekwalifiseerde finansiele adviseurs en sal 'n mens sponsor as jy bereid is om vir 2 jaar in die Sydney area te woon. Hulle soek egter adviseurs met 'n graad of 'n diploma in finansiele beplanning, so as jy dit nie het gaan jy sukkel want jy gaan nie die skills assessment slaag nie.

Om enigsins in Australie as 'n finansiele adviseur te kan werk, moet jy 'n basiese Australiaanse diploma doen, anders sal ASIC (hulle ekwivalent van ons FSB) nie 'n lisensie aan jou toestaan nie, en sonder 'n lisensie mag jy nie werk nie.

Om dus te gaan werk soek terwyl jy nie 'n lisensie (en 'n Aussie kwalifikasie) het nie, is basies nutteloos, tensy jy 'n werk wil kry as 'n assistent of iets. Jy kan gelukkig 'n basiese Australiaanse kwalifikasie via korrespondensie doen - dit kos omtrent R15 000 en dit is moontlik om dit te voltooi binne 4 maande. Stuur vir my 'n PM met jou emailadres, dan stuur ek vir jou meer inligting oor die kursusse wat jy kan doen.

Ek wil ten slotte ook net noem dat Australie klaarblyklik slegs 'n tekort het aan ervare en relatief hoogsgekwalifiseerde finansiele adviseurs. As jy dus nie baie (en onlangse) ervaring het nie, en nie CFP of ander professionele / akademiese kwalifikasies het nie gaan jy heel moontlik sukkel om binne 'n redelike tyd werk te kry.

Ek sou voorstel dat jy sonder versuim begin met 'n Australiaanse diploma, indien jy van plan is om as 'n finansiele adviseur te werk in Australie.

Groete

Danie

[Guest Bronwyn]

I agree with Danie

The first step to becoming a financial planner in Aus is to start your Diploma of Financial Services (Financial Planning). I studied through Kaplan Education (formerly Tribeca) at the requirement of the bank I worked for. The first 4 x subjects are:-

-ELC (Entry Level Competencies)

-Investment Planning 1

-Risk

-Super and Retirement Planning

Here is a link - http://www.kaplanprofessional.edu.au/Finan...Education/DFSFP

Once you have completed these, your employer covers you under their 'umbrella', and you can usually give financial advice once you have your provider number. There is ongoing professional development. You must read papers and attend talks a few times a year to keep your qualification. This is only the first step but will get you on the ladder, and you should be quite sought-after by employers here.

I hope it helps, Bronwyn

Edited July 7, 2008 by Bronwyn

[JDJoburg]

I agree with Danie

The first step to becoming a financial planner in Aus is to start your Diploma of Financial Services (Financial Planning). I studied through Kaplan Education (formerly Tribeca) at the requirement of the bank I worked for. The first 4 x subjects are:-

-ELC (Entry Level Competencies)

-Investment Planning 1

-Risk

-Super and Retirement Planning

Here is a link - http://www.kaplanprofessional.edu.au/Finan...Education/DFSFP

Once you have completed these, your employer covers you under their 'umbrella', and you can usually give financial advice once you have your provider number. There is ongoing professional development. You must read papers and attend talks a few times a year to keep your qualification. This is only the first step but will get you on the ladder, and you should be quite sought-after by employers here.

I hope it helps, Bronwyn

As a matter of fact, Kaplan's course is now being offered to South African financial planners together with a 5-day workshop (in Durban and Joburg) to prepare you for the exams and to explain the ins and outs of the Australian financial services industry. This is done in conjunction with a recruitment agency who will endeavour to put you in touch with Australian employers.

If anyone wants more info about this, please PM me your e-mail address and I'll forward the details to you.

[die vandermerwes]

As a matter of fact, Kaplan's course is now being offered to South African financial planners together with a 5-day workshop (in Durban and Joburg) to prepare you for the exams and to explain the ins and outs of the Australian financial services industry. This is done in conjunction with a recruitment agency who will endeavour to put you in touch with Australian employers.

If anyone wants more info about this, please PM me your e-mail address and I'll forward the details to you.

Thank you all for your responses. I really appreciate it. Do you know if they have the 5 day workshops in Cape Town. My email is: marksvdm@yahoo.com for those of you that are willing to send me the info. I am not quite sure how to PM or what it means.

Thanks again for your help.

Regards

Mark

ps. Are the RFP courses worth anything in Aus. Ihave RFP 3.

[JDJoburg]

Thank you all for your responses. I really appreciate it. Do you know if they have the 5 day workshops in Cape Town. My email is: marksvdm@yahoo.com for those of you that are willing to send me the info. I am not quite sure how to PM or what it means.

Thanks again for your help.

Regards

Mark

ps. Are the RFP courses worth anything in Aus. Ihave RFP 3.

Hi Mark

I'll email the info to you. I'm afraid the RFP courses will not be worth anything in an Australian context; in fact, the Aussie diploma that I'm referring to is probably on par with a RFP course. The problem is that the Australian financial services industry and Australian legislation (tax law, family law, corporate law etc) is all different from what we have in SA - that's why they will not license you to work if you don't have a basic Aussie qualification. Even being a SA CFP will not help - as a matter of fact, I need to work for a year and then write a conversion exam before I can use the CFP mark in Australia. So even if I can probably impress an Aussie employer with my CFP title (because it's an international certification), it is useless because the goverment won't grant me a license to work! Fortunately, getting the Aussie diploma should not be much of a problem. The info is on its way to you.

[nguni boer]

Hallo Mark

Ek is 'n CFP van Johannesburg en is besig met 'n 176 Visa om Sydney toe te gaan - NSW staat is op soek na gekwalifiseerde finansiele adviseurs en sal 'n mens sponsor as jy bereid is om vir 2 jaar in die Sydney area te woon. Hulle soek egter adviseurs met 'n graad of 'n diploma in finansiele beplanning, so as jy dit nie het gaan jy sukkel want jy gaan nie die skills assessment slaag nie.

Om enigsins in Australie as 'n finansiele adviseur te kan werk, moet jy 'n basiese Australiaanse diploma doen, anders sal ASIC (hulle ekwivalent van ons FSB) nie 'n lisensie aan jou toestaan nie, en sonder 'n lisensie mag jy nie werk nie.

Om dus te gaan werk soek terwyl jy nie 'n lisensie (en 'n Aussie kwalifikasie) het nie, is basies nutteloos, tensy jy 'n werk wil kry as 'n assistent of iets. Jy kan gelukkig 'n basiese Australiaanse kwalifikasie via korrespondensie doen - dit kos omtrent R15 000 en dit is moontlik om dit te voltooi binne 4 maande. Stuur vir my 'n PM met jou emailadres, dan stuur ek vir jou meer inligting oor die kursusse wat jy kan doen.

Ek wil ten slotte ook net noem dat Australie klaarblyklik slegs 'n tekort het aan ervare en relatief hoogsgekwalifiseerde finansiele adviseurs. As jy dus nie baie (en onlangse) ervaring het nie, en nie CFP of ander professionele / akademiese kwalifikasies het nie gaan jy heel moontlik sukkel om binne 'n redelike tyd werk te kry.

Ek sou voorstel dat jy sonder versuim begin met 'n Australiaanse diploma, indien jy van plan is om as 'n finansiele adviseur te werk in Australie.

Groete

Danie

Hi There

We are also in the proccess of applying. Going on my wife's qualification (Phd). I however, also holds an Post Grad Diploma in Financial Planning and is an CFP with 10 years experience. Will you please also forward the information to me. It would be appreciated. My e-mail address is nguni@telkomsa.net.

Kind regards

Daniel

[nguni boer]

Hi There

We are also in the proccess of applying. Going on my wife's qualification (Phd). I however, also holds an Post Grad Diploma in Financial Planning and is an CFP with 10 years experience. Will you please also forward the information to me. It would be appreciated. My e-mail address is nguni@telkomsa.net.

Kind regards

Daniel