Financial Serviceperson

Traineeship

What Financial Service people do

  • Ascertain client needs and expectations
  • Establish and maintain working relationships with clients
  • Provide appropriate advice and information
  • Develop, maintain and process financial records
  • Help prepare and monitor operational guidelines

Your chances of success will be better if you have...

  • Ability to work cooperatively with others
  • Good organisation and time management skills
  • Developed customer service skills
  • Mathematical aptitude
  • Ability to problem solve

The Future

  • Employment for minimum of one year
  • Employment areas include: banks, financial institutions and finance departments of companies

Specialisation

  • Credit Management
  • Mortgage Broking
  • Financial Practice Support
  • Insurance Services
  • Superannuation
  • For more options see www.myfuture.edu.au

Who to Contact for more information and advice?

Group Training Organisation

Phone / Fax

Email / Website

Address

Regions Serviced

Apprentices Trainees Employment Ltd (ATEL)

 

 

 

ATEL Sydney Office

T (02) 6024 7366

F (02) 6056 1949

mike.kirby@atel.com.au

www.atel.com.au

 

 

 

T 02 8875 6100

2 Michael Dr

Wodonga

VIC 3690

 

 

 

 

Suite 2,Level 2

Lyon Park Road

North Ryde

NSW 2113

 

Albury, Wagga Wagga, Sydney, Murray Area

 

 

 

 

Sydney Metro

Central Coast Group Training Ltd

T (02) 4353 2655

F (02) 4353 1917

alison.cook@ccgt.com.au

www.ccgt.com.au

Unit 6

6 Reliance Drive

Tuggerah NSW 2259

Central Coast NSW

Central West Group Apprentices Ltd

T (02) 6331 3655

F (02) 6331 9450

info@cwga.com.au

www.cwga.com.au

203-209 Russell St

Bathurst

NSW 2795

Bathurst, Cowra, Dubbo, Lithgow, Orange, Parkes

GTES

T (02) 6923 3000

F (02) 6923 3001

admin@gtes.com.au

www.gtes.com.au

161 Hammond Ave

Wagga Wagga

NSW 2650

Wagga Wagga, Riverina

 

 

 

 

 

 

Hunter Valley Training Company Pty Ltd

T (02) 4932 4222

F (02) 4932 4544

admin@hvtc.com.au

www.hvtc.com.au

East Greta Junction

Maitland 2320

Upper Hunter and Lower Hunter Valley, Illawarra, Sydney, Mid North Coast, New England, North Coast Gunnedah

MEGT Australia

T (02) 9358 8888

F (02) 9358 8897

institute@megt.com.au

www.megt.com.au

Level 4

70 Riley Street

East Sydney 2010

Sydney, Hunter, Northern NSW

 

 

 

 

ON Q Human Resources

T (07) 5523 3211

F (07) 5523 4188

tweedsouth@onqhr.com.au

www.onqhr.com.au

Unit 6-8

Amber Road

Tweed Heads NSW 2486

Far North Coast NSW

SERTEC Ltd

T (02) 6492 3944

F (02) 6492 4594

sertec@bega.com.au

www.sertec.com.au

163 Auckland St

Bega

NSW 2550

South East NSW

West State

T (08) 8087 6588

F (08) 8087 8337

westate@iinet.net.au

www.iinet.net.au~westate

191 Argent St

Broken Hill

NSW 2880

Far West Region of NSW

 

 

 

 

WorkVentures Group Training Ltd

T (02) 9275 8199

F (02) 9282 6940

gtc@workventures.com.au

www.workventures.com.au

Level 11

115 Bathurst Street

Sydney 2000

Sydney Metropolitan Area

Financial Services – Traineeship

Entry

Education / Training

Career Prospects

Articulation

 

Certificate III

 

 

SC

or

equivalent

Financial Services

Finance / Mortgage Broking

Customer Service Officers in financial lending institutions

Diploma in Financial Services

(Finance / Mortgage Broking Management)

 

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