Financial Investment Adviser

Develop and implement financial plans and advise on tax and investment strategies, securities, insurance, pension plans and real estate.

Financial Investment Adviser

Financial Investment Adviser

Roles and responsibilities

Financial investment advisers and managers will:

  • interview prospective clients to determine financial status and objectives
  • discuss financial options and develop financial plans and investment strategies
  • monitor investment performance, and review and revise investment plans based on modified needs and changes in markets
  • recommend and arrange insurance cover for clients
  • arrange to buy and sell stocks and bonds for clients
  • advise on investment strategies, sources of funds and the distribution of earnings
  • set financial objectives and develop and implement strategies for achieving them
  • manage funds raised from personal superannuation savings policies and unit trusts
  • assist in meeting superannuation compliance requirements
  • direct the collection of financial, accounting and investment information and the preparation of budgets, reports, forecasts and statutory returns
  • refer clients to other organisations to obtain services outlined in financial plans

Source: Australian Bureau of Statistics

Financial investment advisers and managers will:

  • interview prospective clients to determine financial status and objectives
  • discuss financial options and develop financial plans and investment strategies
  • monitor investment performance, and review and revise investment plans based on modified needs and changes in markets
  • recommend and arrange insurance cover for clients
  • arrange to buy and sell stocks and bonds for clients
  • advise on investment strategies, sources of funds and the distribution of earnings
  • set financial objectives and develop and implement strategies for achieving them
  • manage funds raised from personal superannuation savings policies and unit trusts
  • assist in meeting superannuation compliance requirements
  • direct the collection of financial, accounting and investment information and the preparation of budgets, reports, forecasts and statutory returns
  • refer clients to other organisations to obtain services outlined in financial plans

Source: Australian Bureau of Statistics

Postgraduate Courses To Become

Financial Investment Adviser

Course work courses to pursue this career
Postgraduate study is not necessarily required for this occupation, but may be helpful for career advancement.