Career
Financial Investment Advisers and Managers
Banking & Financial Services
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Career stats
Weekly pay
$2,887
Prospects
Medium
Employed in Australia
55,600
Growth
Decline
Ideal for
Overview
Financial Investment Advisers and Managers develop financial plans for individuals and organisations, and invest and manage funds on their behalf.
Job Titles
Job Tasks
This occupation may include associated occupations with varying tasks.
- interviewing prospective clients to determine financial status and objectives discussing financial options and developing financial plans and investment strategies
- monitoring investment performance and reviewing and revising investment plans based on modified needs and changes in markets
- recommending and arranging insurance cover for clients
- arranging to buy and sell stocks and bonds for clients
- advising on investment strategies sources of funds and the distribution of earnings
- setting financial objectives and developing and implementing strategies for achieving the financial objectives
- managing funds raised from personal superannuation savings policies and unit trusts
- assisting in meeting superannuation compliance requirements
- directing the collection of financial accounting and investment information and the preparation of budgets reports forecasts and statutory returns
- may refer clients to other organisations to obtain services outlined in financial plans
Training & Qualifications
Vocational education & training (VET)
- Certificate IV in Superannuation
- Diploma of Company Analysis and Portfolio Management
- Diploma of Financial Services
- Advanced Diploma of Paraplanning
Industry
Banking & Financial Services
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