Financial Planning Fundamentals Program
Master the essential skills that Australian families and businesses need most. Our comprehensive 8-month program combines practical budgeting, investment basics, and real-world financial decision-making.
Starting September 2025, you'll work alongside experienced financial advisors who've guided hundreds of clients through market uncertainties and personal financial challenges.
Apply for September 2025What You'll Actually Learn
Forget generic financial theory. We focus on the stuff that matters when you're sitting across from real people making tough money decisions.
You'll spend your first three months getting comfortable with budgeting systems that actually work — not the perfect spreadsheets that look great but fall apart after two weeks. We use tools that busy parents and small business owners can stick with.
The middle portion dives into investment fundamentals, but through an Australian lens. Superannuation strategies, property considerations, and how to explain managed funds without putting people to sleep.
- Practical budgeting systems for different personality types
- Investment basics with real Australian case studies
- Insurance decisions that make sense for families
- Small business financial planning essentials
- Retirement planning for the gig economy
- Debt management strategies that work long-term
Learn From Advisors Who've Been There
Our teaching team includes practicing financial advisors who still work with clients every day. They bring real stories, recent challenges, and current market insights to every session.
Stellan Marquardt
Portfolio Management Specialist
Spent fifteen years helping Queensland families navigate property investments and superannuation. Still remembers his first client meeting disaster and loves sharing what he's learned since.
Cordelia Ashworth
Small Business Financial Advisor
Works primarily with trades and service businesses across northern Australia. Known for translating complex financial concepts into practical steps that business owners can actually implement.
Minerva Blackthorne
Retirement Planning Expert
Specializes in helping clients transition from accumulation to retirement phases. She's guided over 400 Australians through their retirement planning journey over the past twelve years.