A financial Investment advisor provides advice to his clients

Financial Investment Adviser and Manager

Financial Investment Advisers and Managers develop financial plans for individuals and organisations, and invest and manage funds on their behalf.

Overview

Financial Investment Advisers and Managers develop financial plans for individuals and organisations, and invest and manage funds on their behalf.

Day-to-day

  • 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.

Occupation snapshot
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$2,307 / week
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Moderate

To become a Financial Investment Adviser and Manager

  • You usually need a formal qualification in finance, accounting, commerce or economics to work as a Financial Investment Adviser or Manager. Vocational Education and Training (VET) and university are both common study pathways.

    Find a Bachelor of Economics

    Find a Bachelor of Finance

  • Registration with the Australian Security and Investments Commission is required.

Skills

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