Australian planner moving to the States

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Aug 9, 2015 8:07 pm

Hi (G'day). I'm looking for whatever advice anyone may have....



I am 32 years old, and am a 10 year experienced financial adviser in Australia.

I have married a California girl, and are looking to move over/back to the States in around 2-3 years.

I have started to do some research, and it looks like this industry does not cross boarders very easily.

My experience may count for something, and knowledge of basic investment principles, but that's about were it ends it appears?... Obviously my qualifications won't mean much over there.

It seems as though unless I'm prepared to start at the bottom again, I will not be able to get a job in the industry? can't get a job without a series 7? but can't do the series 7 without having a job?

Not quite sure what series I need.. and what series does what...

I am very confused!

We will likely be in a position were we will have a young family and I will be main/only bread winner. Don't think we could afford to live off a trainee income..

Anyone have any tips/advice if they were in my situation? What can I be doing know in preparation over the next couple of years? should I perhaps enter selling life/disability insurances (as I quite experienced in this also), and then move in to wealth management?

Any guidance/tips/ideas/contacts/websites would be greatly appreciated.

Cheers