Budget adviser

Budget adviser

Budget advisers tell individuals or organisations how to apply for credit and manage debt. They may develop plans and budgets, or provide mortgage, bankruptcy or financial aid advice.

Also known as

personal budget adviser, budget coach, financial mentor, financial accounting plan officer, finance adviser, senior adviser budget

AUT programmes

Work environment

  • Usually work regular business hours
  • Usually work in offices
  • Need to be accurate, identify and solve problems and communicate well

Typical tasks

  • Develop financial plans with clients
  • Assess the finances of clients
  • Help clients to manage debts
  • Teach clients about budgeting
  • Interview clients about finances
  • Give advice about mortgage repayments
  • Calculate debt repayments
  • Prepare financial documents

Salary information

$61.1K-$156.1K
LowerMost commonUpper
$61.1K$71.7K-$119.2K$156.1K

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