Overview
Finance Brokers operate as independent agents in the course of financial negotiations and arrange loans of money on behalf of clients.
Day-to-day
- determines the specific financial and insurance requirements of clients, and researches and reviews available finance and insurance products for suitability to meet clients' requirements
- analyses clients' financial status, discusses financial options and develops financial strategies
- recommends loan combinations that meet clients' needs.
Considerations
- Stressful
To become a Finance Broker
You usually need a formal qualification in commerce, finance, economics or actuarial studies to work as a Finance Broker. Vocational Education and Training (VET) and university are both common study pathways.
Registration or licencing may be required.
Skills employers are looking for
