CareerPlan

Financial Counsellor

Preston, VIC, AustraliaFull-time2026-10-23 → 2026-11-11
On-site · Australia

Core

Provide holistic financial counselling and advocacy to individuals and families facing complex financial hardship to build long-term financial resilience.

Role type

Financial Counsellor

Builds

Tailored action plans and financial capability initiatives for clients in crisis

Domain

Social services / Financial inclusion

Deliverable

client delivery

Required skills

Financial counselling, advocacy, case management, financial literacy education, relationship building

Preferred skills

Accreditation with a Victorian-recognised financial counselling association, experience in social services

Technologies

None stated

Responsibilities

Support individuals and families experiencing financial hardship through compassionate, person-centred financial counselling and support; Build trusted relationships that encourage confidence, self-determination, and positive long-term outcomes; Develop tailored action plans that help clients address financial challenges and achieve their personal goals; Advocate for clients and connect them with the services, resources, and supports they need to thrive; Drive meaningful outcomes by monitoring progress, reviewing support plans, and celebrating client successes; Strengthen community financial wellbeing through financial literacy education and capability-building initiatives