Group
Occupation
531932 Paraplanner
Latest release
Consultation draft: Occupation Standard Classification for Australia (OSCA)
Reference period
August 2026
Released
17/08/2026
First release
531932 Paraplanner
Provides administrative and client services assistance, and performs financial planning and analysis for Financial Advisers and planners.
Alternative titles
- Financial Adviser Assistant
- Financial Planning Assistant
Skill level: 2
Main tasks
- Assists with financial advice strategy development and the preparation of legally compliant advice documents
- Uses financial planning software programs and maintains client records
- Researches, compares, sources quotes and selects appropriate financial products
- May develop financial projections and modelling of client circumstances
- May coordinate and take notes in client meetings, and respond to client queries