Women In The Black

I am writing for some advice – after 15+ years in corporate roles, I am looking to move into financial planning. Studying DFP and wondering how to break into the industry. Any pointers?

November 8, 2012   Asked by Alice, Melbourne VIC
Answer:

Hi Alice

Great to hear that you’re coming over to the financial planning industry!  Studying the DFP subjects is a great start that will give you a good base but, as with most things, nothing beats hands on experience to enhance your skills and give you a leg up.  I know at times it can be hard to get your foot in the door but everyone loves to see someone with initiative (which you clearly have getting in contact with WITB!) so a great way to get started could be to attend some financial planning focussed events.  This will give you the opportunity to network with people already in the industry, keep up with industry happenings/changes and hopefully even lead to opportunities for you (there’s a lot to be said for being in the right place at the right time!).  As a start I’d recommend checking out the Financial Planning Association (FPA) website www.fpa.asn.au and the Association of Financial Advisers (AFA) website www.afa.asn.au to see what local events are coming up.  Everyone is really friendly and welcoming so once you’re there I’m sure you’ll find so many people willing to help you out and introduce you to the right people to get ahead.

Another thing you might find useful as a launch pad is a forum called ‘Good Citizenship Time’.  It’s very simply an email list that promotes people looking for positions as well as businesses who have vacancies in the financial planning industry.  This would be a great way for you to hear about some unique opportunities but would also give you the opportunity to have your resume sent out along with a request for assistance with gaining experience or a position.  The email list has grown extensively over the years, it’s an open list (you can see everyone else’s email address and they can see yours) and is governed by the simple ‘good citizenship’ rules (spelt out when you join).  If you’re interested it’s very easy, just email Martin Hunt on MHunt@colonialfirststate.com.au and ask him to add you to the Good Citizenship list.

Please feel free to get back in touch if you want to chat 0400 869 667 or sarah@thincwealth.com.au – I’d be more than happy to help you out in any way possible.  You’ve chosen well – it’s a great industry with amazing people that become a bit more like extended family over the years!

Best of luck!

Sarah

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This information is of a general nature only and has been provided without taking account of your objectives, financial situation or needs. Because of this, we recommend you consider, with or without the assistance of a financial adviser, whether the information is appropriate in light of your particular needs and circumstances.

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Sarah Leslie
Sarah Leslie   Personal Finance Expert

Sarah is one the founding directors of Thinc Wealth – the financial planners that will help project manage your bucket list. She is a Certified Financial PlannerTM and an authorised representative of Securitor Financial Group an Australian Financial Services Licensee (License No. 240687; ASIC Authorised Representative No 295141).

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