Financial Investment Advisers and Managers

Key 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

Employment Projections to 2034