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Financial Investment Advisers and Managers

ANZSCO 2223

Employed

63,400

Part-time share

20%

Female share

40%

Median weekly earnings

$2,582

Median age

44 yrs

Employment outlook

Growing

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

Financial Investment Advisers and Managers 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, Diploma of Superannuation, Diploma of Financial Services, and Diploma of Company Analysis and Portfolio Management.

Jobs and Skills Australia rates the job outlook as Growing.

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 Advisers and Managers. 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 Advisers and Managers. 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

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

What they typically do

  • 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

States and territories

Share of workers by location

NSW
41.3%
VIC
30.1%
QLD
14%
WA
7%
SA
3.9%
ACT
2.3%
TAS
1.2%
NT
0.3%

Qualification pathways

These accredited qualifications can lead to a career as a Financial Investment Advisers and Managers.