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.

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$2307 per week
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0
in
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    Strong

    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.

    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 employers are looking for

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