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 / FaxEmail / Website |
Address |
Regions Serviced |
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Apprentices Trainees Employment Ltd (ATEL)
ATEL Sydney Office |
T (02) 6024 7366 F (02) 6056 1949
T 02 8875 6100 |
2 Michael Dr Wodonga VIC 3690
Suite 2,Level 2 Lyon Park Road North Ryde NSW 2113
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Albury, Wagga Wagga, Sydney, Murray Area
Sydney Metro |
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Central Coast Group Training Ltd |
T (02) 4353 2655 F (02) 4353 1917 |
Unit 6 6 Reliance Drive Tuggerah NSW 2259 |
Central Coast NSW |
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Central West Group Apprentices Ltd |
T (02) 6331 3655 F (02) 6331 9450 |
203-209 Russell St Bathurst NSW 2795 |
Bathurst, Cowra, Dubbo, Lithgow, Orange, Parkes |
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GTES |
T (02) 6923 3000 F (02) 6923 3001 |
161 Hammond Ave Wagga Wagga NSW 2650 |
Wagga Wagga, Riverina |
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Hunter Valley Training Company Pty Ltd |
T (02) 4932 4222 F (02) 4932 4544 |
East Greta Junction Maitland 2320 |
Upper Hunter and Lower Hunter Valley, Illawarra, Sydney, Mid North Coast, New England, North Coast Gunnedah |
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MEGT Australia |
T (02) 9358 8888 F (02) 9358 8897 |
Level 4 70 Riley Street East Sydney 2010 |
Sydney, Hunter, Northern NSW |
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ON Q Human Resources |
T (07) 5523 3211 F (07) 5523 4188 |
Unit 6-8 Amber Road Tweed Heads NSW 2486 |
Far North Coast NSW |
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SERTEC Ltd |
T (02) 6492 3944 F (02) 6492 4594 |
163 Auckland St Bega NSW 2550 |
South East NSW |
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West State |
T (08) 8087 6588 F (08) 8087 8337 |
191 Argent St Broken Hill NSW 2880 |
Far West Region of NSW |
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WorkVentures Group Training Ltd |
T (02) 9275 8199 F (02) 9282 6940 |
Level 11 115 Bathurst Street Sydney 2000 |
Sydney Metropolitan Area |
Financial Services – Traineeship
Entry |
Education / Training |
Career Prospects |
Articulation |
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Certificate III |
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SC or equivalent |
Financial Services Finance / Mortgage Broking |
Customer Service Officers in financial lending institutions |
Diploma in Financial Services (Finance / Mortgage Broking Management) |
