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#27- 3 Ideas From Gen Y Financial Planning Professionals


Our survey asked Gen Y financial planning professionals about their impressions of the industry…

What has been your exposure to financial planning?

30% were exposed to financial planning growing up, while 67% found out through university or GradMentor. The other 3% learned through the media.

What is your perception of the financial planning industry now that you’re in it?

Exciting and fast-paced came up regularly.

What do you define professionalism as?

Care, trust, kindness, innovation, reliability, integrity…

The look and feel of professionalism came up a lot with words like ‘dapper’.

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