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Financial Investment Adviser

OSCA 212131·ANZSCO 222311

Employed

23,800

Part-time share

15.4%

Female share

31.3%

Median age

43 yrs

Source: Jobs and Skills Australia · ABS 2021 Census of Population and Housing.

Pay and some job figures are hidden for this job. Jobs and Skills Australia and the ABS do not publish figures for small groups, often under 50 people, or they change the figures to protect privacy. A blank means the figure is not published. It does not mean zero.

Financial Investment Adviser is a job in Australia. The job figures on this page come from Jobs and Skills Australia and the ABS Census, where they are published. The courses listed here lead to this job. Compare the fee, study mode, length, place, and how to get in before you enquire.

Courses linked to this job include Advanced Diploma of Paraplanning and Diploma of Financial Services.

Jobs, part-time share, age, and pay appear on this page only when Jobs and Skills Australia or the ABS has published them for Financial Investment Adviser. A blank is a missing figure, not a pay of zero. The courses below are linked to this job. Open one to compare the fee, study mode, length, campus, and how to get in.

There is no single national fee or length for training that leads to Financial Investment Adviser. Each provider sets its own price, study mode, and entry rules. Those rules can include past study, an English level, work experience, or an interview. Check the AQF level, and whether you study in Australia or online, before you enquire.

About this career

Develops, prepares and implements financial plans and investment strategies for individuals or organisations, and advises on investment strategies, cash management, insurance, retirement and estate planning, real estate and wealth management.

What they typically do

  • Interviews prospective clients to determine financial status and objectives, discuss financial options, and develop financial plans and investment strategies
  • Sets financial objectives, and develops and implements strategies for achieving the financial objectives
  • Monitors investment performance, and reviews and revises financial plans and investment strategies based on modified needs and changes in markets
  • Arranges to buy and sell financial products for clients
  • May refer clients to other organisations to obtain services outlined in financial plans, such as welfare entitlements, superannuation and aged care arrangements

Where they work

Financial and Insurance Services

States and territories

Share of workers by location

NSW
33.3%
VIC
29.7%
QLD
18%
WA
9%
SA
6.3%
ACT
2%
TAS
1.4%
NT
0.2%

Qualification pathways

These accredited qualifications can lead to a career as a Financial Investment Adviser.