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Financial Advisor

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

Job Titles

  • Financial Investment Advisor, or Planning Advisor
  • Financial Investment Manager, or Portfolio Manager

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