Financial Investment Advisers

Financial Investment Advisers develop and implement financial plans for individuals or organisations, and advise on investment strategies and their taxation implications, securities, insurance, pension plans and real estate.

What the job involves

• Interviews prospective clients to determine financial status and objectives, discusses financial options and develops financial plans and investment strategies

• Monitors investment performance, and reviews and revises investment plans based on modified needs and changes in markets

• Recommends and arranges insurance cover for clients

• Arranges to buy and sell stocks and bonds for clients

• Advises on investment strategies, sources of funds and the distribution of earnings

• Sets financial objectives, and develops and implements strategies for achieving the financial objectives

• Manages funds raised from personal superannuation savings policies and unit trusts

• May refer clients to other organisations to obtain services outlined in financial plans