• Local Financial Planners Supporting Local Careers

FREE registration for the 22nd May 2018 Financial Planning Careers Forum

Jodie’s StoryFinance & Banking to Financial Planning

FREE registration for the 22nd May 2018 Financial Planning Careers Forum

Paul’s StoryEngineer to Financial Planning

FREE registration for the 22nd May 2018 Financial Planning Careers Forum

Brendan’s StorySupport Advisor to Financial Planning

FREE registration for the 22nd May 2018 Financial Planning Careers Forum

My journey into Financial Planning was one of right place, right time. I have worked in a law office after completing my law studies before I moved into Local Government. In my time with the Townsville City Council I have worked in project roles in the legal, finance, human resources and planning and development areas. While working in Local Government I had been searching for a start as an accountant, when a chance phone call put me in touch with a Financial Advice Managers with one of the major banks. This started my Advice career journey. I had been interested in financial planning from the various reading I had done while studying my accounting and business degree from interests in investments, share markets and the economy. This combined with my parents need to get help with their own finances seen me find a passion for this field and then later a real passion for help everyday people like my parents and like myself. The ability to provide guidance, clarity and security to people’s lives through their finances is very humbling. I have found myself being a coach and mentor to people’s financial lives, all because one chance phone call from a manager who knew I was looking for an opportunity. Financial planning is an incredibly rewarding career; but one that is not always easy to get a break into. Finding those professionals who already work in the field and having a conversation is the first step, and the sooner I made that first step, the happier and more rewarded I was. Financial planning is all about the road ahead for peoples financial lives, I can now give them the peace of mind that they are heading in the right direction. That is the job to me, every day.

– Brendan Hughes

Scott’s StoryVarious Roles to Financial Planning

I stumbled into the financial advice profession. I had done three quarters of an Economics degree in Townsville and moved back home doing various hospitality, retail and sales jobs. I was working for WIN television as a sales rep and one of my clients was Peter Phillips who had a Mortgage Choice franchise. He offered me an opportunity to come and work for him in their newly created financial planning arm. I had no idea what a financial planner did so I went home and googled “financial planner”. I discovered that financial advisers build long term relationships with people and help them achieve their desired outcomes. This appealed to me greatly so I jumped at the opportunity. It was only once I had commenced the journey that I realised the low barriers of entry were a concern for the industry. This lead me to enrolling and completing a Bachelor of Financial Planning through CQU. Beginning a career in financial planning was the best decision I have ever made in that each day is different as every client has different goals in life that they need help achieving. Although I moved on from Mortgage Choice, I will always be grateful for them giving me the opportunity to become involved in such a dynamic and rewarding profession.

– Scott Jamieson

FREE registration for the 22nd May 2018 Financial Planning Careers Forum