Financial Planning Internship

The Retirement Advice Centre

The purpose of this internship is to support financial advisers in providing exceptional service and delivering innovative financial and lifestyle solutions for clients. This opportunity would suit students enrolled in the following units; MKT00075, SOY10114 and MNG73005

Working on this project you will make a difference in: Key Impact Area: Education; & Sustainable Development Goal: Quality Education (SDG 4)


Availability: Approved

Time required: Not yet defined

Duration: Not yet defined

Suite 74A, 15 Victoria Avenue

Requires face to face contact: No



- Support financial advisers in obtaining information required for financial plans and retirement coaching
- Assist in the creation of individual financial plans for clients
- Maintain privacy & confidentiality at all times
- Assist in other tasks as required


- A range of projects and tasks completed with benefits for the student and company
- Fulfillment from providing work experience for local students
- Creating a talent pipeline of people who have already worked in the business

Needs to be addressed

Completion of tasks and ongoing projects

Benefits to students

- Obtain professional experience and practical work experience
- Interns will have local work experience & referees for their CV
- The internship may lead to paid casual, part-time or full-time work.
- Smart Retirement has systems in place to train graduates and support them, with benefits for both interns and the company.


Southern Cross University

A reliable and trustworthy point of contact who can effectively promote the initiative to students in relevant degrees


Complete an internship and gain valuable experience from a knowledgeable mentor