Financial adviser qualifications & requirements

Are you passionate about helping people achieve their goals? Are you motivated and ambitious, with a drive to succeed? Add in an appetite for hard work, and you could be just the person we’re looking for.

FinChoice has built its success on our determination to deliver an exceptional customer experience. Our franchisees share that commitment.

As we head into a bright future, we are keen to share our growth with high performing people who are powerful brand ambassadors.

You may be the right person for us if you have a proven track record in financial services with demonstrated experience across insurance, superannuation and retirement planning, complex investment and SMSF related advice.

Your qualifications

Be on track, or already meeting, the Adviser Education Standards set by FASEA

Have 5 years’ proven success as a financial adviser

Possess exceptional relationship building skills

Be able to demonstrate excellent verbal and written communication skills

Hold registration with the Tax Practitioner Board as a Tax (financial services) Agent

It’s a people business

Your personal qualities are just as important as your technical skills. You could be the right person for FinChoice if you have some of the ideal personal qualities we are looking for.

Your personal qualities

You don’t sit on your laurels. You continually aim higher to be the very best you can be.
A ‘people person’ – financial advice is about more than numbers. It’s about bringing out the best in others to help your customers – and your team, reach their full potential.

In a rapidly changing commercial environment, you relish change and the opportunity to explore new innovations if it means a better result for your clients.

Running your own business calls for dedication, passion, and lots of hard work. The time and effort you put into your business will shape your success.

A franchise is a two-way relationship that gives you plenty of support to complement the personal and financial commitment from you.

Contact FinChoice franchising today