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Financial Adviser Resume Template (Australia)

Professional financial adviser resume template designed for Australian roles. Includes ATS-optimised formatting, key skills, and expert guidance to help you land your next position.

Also known as:

SARAH JOHNSON

Financial Adviser

sarah.johnson@email.com | 0412 345 678

Melbourne VIC 3000

PROFESSIONAL SUMMARY

Skilled financial adviser with experience in financial planning and investment strategy development. Proven track record of contributing to team success and achieving objectives in professional environments.

PROFESSIONAL EXPERIENCE

Financial Adviser

Professional Services Pty Ltd

Mar 2021 - Present
  • • Applied financial planning to support business objectives
  • • Collaborated with team members to complete projects on time and within scope
  • • Maintained high standards of work quality and attention to detail
  • • Contributed to process improvements and workplace efficiency initiatives

KEY SKILLS

• financial planning
• investment strategy development
• client interviewing
• performance monitoring
• cash management
• insurance advising
• estate planning
• wealth management

EDUCATION & QUALIFICATIONS

Bachelor Degree2019
University Name
Professional Development Certificate2021
Professional Body

Free Financial Adviser Resume Template and Example

This template is specifically designed for Australian financial adviser roles and optimised to pass Applicant Tracking Systems used by employers across Australia.

What's Included:

ATS-optimised financial adviser resume formatting
Australian industry standards compliant
Professional layout with financial adviser focus
DOCX format for easy editing

Customise for Your Target Job

Edit this template and instantly create a polished financial adviser resume tailored to your target role and experience. 100% free to customise and download.

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SARAH JOHNSON
sarah.johnson@email.com | 0412 345 678
Melbourne VIC 3000
Summary
Professional financial adviser with strong background in financial planning, investment strategy development, client interviewing with proven ability to deliver results.
Work Experience
Financial Adviser
Professional Services Pty Ltd
Jun 2023 - Present
• Successfully managed develops, prepares and implements financial plans and investment strategies for individuals or organisations, and advises on investment strategies, cash management, insurance, retirement and estate planning, real estate and wealth management. with measurable results
• Led interviews prospective clients to determine financial status and objectives, discuss financial options, and develop financial plans and investment strategies resulting in improved efficiency
Education
Bachelor of Marketing - University of Sydney
Google Analytics Certified • HubSpot Inbound Marketing

Quick Setup - Just 2 Steps

Fill in the boxes below to create your resume

1
Type Your Work Experience
2
Paste Job Description

Essential Information for Financial Adviser Resumes

Key skills, responsibilities, and ATS tips specifically for financial adviser roles

Key Skills

  • financial planning
  • investment strategy development
  • client interviewing
  • performance monitoring
  • cash management
  • insurance advising
  • estate planning
  • wealth management

Core Responsibilities

  • Develops, prepares and implements financial plans and investment strategies for individuals or organisations, and advises on investment strategies, cash management, insurance, retirement and estate planning, real estate and wealth management.
  • Interviews prospective clients to determine financial status and objectives, discuss financial options, and develop financial plans and investment strategies
  • Sets financial objectives, and develops and implements strategies for achieving the financial objectives
  • Monitors investment performance, and reviews and revises financial plans and investment strategies based on modified needs and changes in markets
  • Arranges to buy and sell financial products for clients
  • May refer clients to other organisations to obtain services outlined in financial plans, such as welfare entitlements, superannuation and aged care arrangements

ATS Tips

  • Include key terms: financial planning, investment strategy development, client interviewing
  • Use industry-standard formatting for Financial Adviser roles
  • Quantify achievements in develops, prepares and implements financial plans and investment strategies for individuals or organisations, and advises on investment strategies, cash management, insurance, retirement and estate planning, real estate and wealth management.
  • Match job posting language for positions

How to Write a Financial Adviser Resume

Follow these expert tips to create a compelling financial adviser resume that gets noticed

Professional Summary

Write 2-3 sentences highlighting your financial adviser expertise and key accomplishments.

"Experienced financial adviser with expertise in financial planning and investment strategy development, specialising in financial planning."

Key elements to include:

  • • Years of experience in
  • • Expertise in financial planning and investment strategy development
  • • Key achievements in develops, prepares and implements financial plans and investment strategies for individuals or organisations, and advises on investment strategies, cash management, insurance, retirement and estate planning, real estate and wealth management.

Experience Section

Focus on quantifiable achievements in your financial adviser roles.

Basic:

"Interviews prospective clients to determine financial status and objectives, discuss financial options, and develop financial plans and investment strategies"

Enhanced:

"Interviews prospective clients to determine financial status and objectives, discuss financial options, and develop financial plans and investment strategies resulting in 25% efficiency improvement and $50K cost savings"

Tips:

  • • Use action verbs for develops, prepares and implements financial plans and investment strategies for individuals or organisations, and advises on investment strategies, cash management, insurance, retirement and estate planning, real estate and wealth management.
  • • Include metrics and percentages
  • • Show progression in roles

Skills Section

Organise your financial adviser skills by category and relevance.

"Technical Skills: financial planning, investment strategy development, client interviewing, performance monitoring"

Key elements to include:

  • • Prioritise financial planning and investment strategy development
  • • Include industry-specific certifications
  • • Match skills to job requirements