Financial Investment Advisers and Managers

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

• 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