Thinking about a career in financial advising? Wondering what it takes to get licensed and thrive in the industry? In this episode, I sit down with my former mentee, Camille Cruz, who shares her journey—passing the licensing exam, switching jobs, and officially becoming a Registered Financial Advisor in Australia in 2025!
Key Takeaways:
✅ The 4E Requirements – What you need to become a financial advisor in Australia.
✅ Licensing Exam Prep – Tips on how to study and pass.
✅ Challenges & Mentorship Lessons – The biggest obstacles new advisors face.
✅ Recognizing When It’s Time for a Career Move – Camille’s personal story.
✅ Future of Financial Advising in the AI Era – How to stay ahead.
✅ Advice for Aspiring Advisors – Practical insights to build confidence and stand out.
Useful Links:
- Australian Securities and Investments Commission (ASIC): Provides authoritative information on qualifications, exams, and professional development requirements for financial advisers in Australia.
Financials Advice Association Australia (FAAA): The leading professional association for financial advisers in Australia, advocating for their interests and those of their clients nationwide. Formed in 2023 through the merger of the Financial Planning Association of Australia (FPA) and the Association of Financial Advisers (AFA).
- Website: https://faaa.au
🎵 Special Segment: To celebrate Camille’s achievement, I wrote a song just for her—"Well Done, Camille!" 🎶
Turning Insights into Action:
💡 Find yourself a mentor! Camille strongly recommends mentorship as a game-changer for career growth.
🚀 Take the Next Step: If you're a woman ready to step up, build confidence, and lead with impact, register for the WFWP 2025 ConfidentHER Mentorship Program!
🔗 Sign up here: https://www.wfwpaustralia.org/mentor-program
Stay Connected:
📩 Want to connect with Camille? Find her on LinkedIn @ Camille Cruz—she’d love to connect with aspiring financial advisors!
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