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What is the role of a financial services representative?

The financial services representatives responsibilities include responding to clients inquiries in a professional manner, providing sound financial advice to clients, cross-selling our products and services where possible, and attending various training programs as required.

How do you define financial counseling?

Financial counseling represents the provision of regular, one-on-one client sessions to guide clients toward making financial performance improvements that meet the individualized goals set mutually between client and counselor.

How many financial Counsellors are there in Australia?

About Financial Counselling They do not earn commissions or provide investment advice. Today, there are around 700 FTE financial counsellors operating in 192 agencies across 674 sites.

Who is a financial counselor?

A financial counselor is a professional who can help improve your money management skills. Among the things a financial counselor might work with you on are reducing or eliminating debt, coming up with a budget and building up your savings.

What makes you passionate about being a financial advisor?

The Ability to Help People Im happy when I can help clients confidently pursue their short and long-term goals and worry less about their finances. Ultimately, helping clients work toward their financial independence enables me to work toward my career goals and feel satisfied and accomplished each day.

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