ANZSCO 2223 - Financial Investment Advisers and Managers
Released – 22/11/2022
Financial Investment Advisers and Managers develop financial plans for individuals and organisations, and invest and manage funds on their behalf.
Skill Level:
- For most occupations, a bachelor degree or higher qualification in Australia or NZQF Diploma New Zealand is required. (*at least five years of relevant experience (ANZSCO Skill Level 1) in Australia or at least three years of relevant experience (ANZSCO Skill Level 2) in New Zealand may substitute for the formal qualification)
- In some cases, relevant experience and/or on-the-job training in Australia or New Zealand may be required in addition to the formal qualification.
- *Registration or licensing is required.
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
Occupations
Please note that the information provided on this page is general only and is not legal advice for any individual’s circumstances. If you would like to further discuss how this information relates to your situation, please contact us.
Cairns City
