How to become a financial investment adviser & manager
Pathways to this career
- Complete a degree in commerce or business, majoring in finance, economics or accounting.
- Boost your career with further studies in management or postgraduate qualifications.
- Obtain your state or territories required registration and licensing with leading bodies such as the AFS (Australian Financial Services) and ASIC (Australian Security and Investment Commission).
What does a financial investment adviser & manager do?
Duties and tasks
- Analyse client finances and budget and formulate a strategy to meet long term goals.
- Ensure all transactions meet the legal requirements.
- Listen to clients goals and values, then research opportunities to meet those goals.
- Make transactions on behalf of clients via phone, internet, or in person.
- Monitor markets and stay up-to-date with trends.
- Prepare documents such as reports and statements.
- Australian Securities and Investments Commission (ASIC)
- Financial Planning Association of Australia Ltd
- The Institute of Chartered Accountants in Australia (ICAA)
Discover related degrees
Bachelor of Economics
- Year 3: Society and environment major
- Year 3: Industry, policy and business strategy major
Bachelor of Business and Bachelor of Economics
- Accounting Major
- Business Economics Major
- Finance Major
- Human Resource Management Major
- Management Major
- Marketing Major
- Society and Environment Major
- Industry, Policy and Business Strategy Major
Discover related subjects
Sustainability, Climate Change and Economics
- Bachelor of Commerce (Accounting)
- Bachelor of Commerce (Accounting and Taxation)
- Bachelor of Commerce (Finance)
- Bachelor of Education (Secondary Education) (Humanities and Social Sciences - Geography)
- Bachelor of Commerce (Taxation)
- Bachelor of Commerce (Business Law)
- Bachelor of Education (Secondary Education)
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